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    Microsoft BizApps Deutschland Podcast #19
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    Upcoming Webinar: "Business Central and the Power of Visual Scheduling"
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    Dynamics 365 Finance and Supply Chain: Access development environment
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    ‘Update a record’ action using FinOps connector in Logic apps
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    Build better apps, faster: Copilot in Power Apps is now generally available
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    What’s New for Manufacturers in Dynamics 365 Finance & Operations 2023 Release Wave 2
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    New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 2: Get List of Companies Using Business Central Connector in Power Automate
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    How AI Could Kill Us All – Part 3
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    Bluefort and Queue Associates Partner Up to Revolutionize Subscription Solutions Across the US
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    Unblocking your path to build apps with Dataverse
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    #MySummitNA 2023: Docentric Free Edition - What Can It Do for Your D365FO Projects?
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    #MySummitNA 2023: Survival Guide for Customizing Electronic Reporting Configurations
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    White Paper: What's your next best step after Dynamics GP?
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    End-to-End Resource Scheduling in Dynamics 365 Project Operations (Video)
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    Leveraging MetaPro for DCAA Compliance in Federal Government Contracting
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    How to Enter a Journal Entry in Dynamics 365 Business Central
    How to Enter a Journal Entry in Dynamics 365 Business Central In this article we’ll look at the process of how to enter journal entries in Dynamics 365 Business Central. The purpose of entering journal entries is to post transactions directly to the general ledger. Setup To access general journals, navigate to the General Journals window from the drop-down Finance menu. Alternatively, you can enter “general... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 5 min )
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    AI-powered software training to be unveiled for Microsoft Dynamics at Community Summit 2023
    ClickLearn, the leading digital adoption platform for enterprise software users, is ushering in a new era of software training with the introduction of its innovative, AI-driven User Experience Panel (UXP). … AI-powered software training to be unveiled for Microsoft Dynamics at Community Summit 2023 Read More » The post AI-powered software training to be unveiled for Microsoft Dynamics at Community Summit 2023 appeared first on ERP Software Blog. Transforming Manufacturing Efficiency and Innovation: OpenAI's Breakthrough Contribution Ethical Risks of AI in Financial Services Heads Up: Successful Forecasting and Demand Planning with AGR  ( 25 min )
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    Updated SAP Connector for .Net support in on-premises data gateway
    We are happy to announce that as part of the October 2023 release of the on-premises data gateway, we are adding support for NCo 3.1. This means that you can now use the latest version of the SAP Connector for Microsoft .NET to connect to your SAP systems from Power Automate, Power Apps, Power BI, and Azure Logic Apps.  ( 10 min )
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    Introducing multiple recurrence support for the work hour calendar in Universal Resource Scheduling (URS)
    With the latest feature in D365 Field Service, you can easily accommodate different work schedules, holidays, and special events in your organization. The post Introducing multiple recurrence support for the work hour calendar in Universal Resource Scheduling (URS) appeared first on Microsoft Dynamics 365 Blog.  ( 10 min )

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    Why Dynamics 365 Field Service is an Ideal Replacement for Your Current Software
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    Can I Use Microsoft AI Builder to Process AP Invoices?
    Did you know that it’s possible to use AI (Artificial Intelligence) to process accounts payable (AP) invoices? Microsoft offers these features under AI Builder. AI technologies, such as machine learning … Can I Use Microsoft AI Builder to Process AP Invoices? Read More » The post Can I Use Microsoft AI Builder to Process AP Invoices? appeared first on ERP Software Blog. Demand Forecasting Revolutionized with AI, Pivot Forecasting and Dynamics 365 ERP SimplyAP - Cloud AP Automation for Business Central Heads Up: Successful Forecasting and Demand Planning with AGR  ( 23 min )
    Your 10 Biggest Questions About Dynamics NAV Upgrade, Answered
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    7 Things to Consider When Choosing an ERP Migration Partner
    An ERP system is crucial to the day-to-day operations of many organizations, which is why selecting the right partner is essential for seamless implementation/migration. Whether you are migrating to Microsoft … 7 Things to Consider When Choosing an ERP Migration Partner Read More » The post 7 Things to Consider When Choosing an ERP Migration Partner appeared first on ERP Software Blog. 3 Powerful ERP Benefits for Industrial Distributors using NAV ERP for Plating, Heat Treating & Finishing Services Microsoft Dynamics GP and Magento Integration by x2x eCommerce  ( 25 min )
    Transitioning from Dynamics SL to Business Central: Streamlining Your Business Operations
    In today’s rapidly evolving business landscape, staying competitive and agile is essential for long-term success. This often requires businesses to update their technology and systems to meet the changing demands … Transitioning from Dynamics SL to Business Central: Streamlining Your Business Operations Read More » The post Transitioning from Dynamics SL to Business Central: Streamlining Your Business Operations appeared first on ERP Software Blog. Which Business Central Deployment Option you should choose? Types of data that can be migrated from Dynamics GP to Business Central Seamless Transition: Strategies for Successful Dynamics SL to Business Central Data Migration  ( 25 min )
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    How to Set Up Asset Leasing in Dynamics 365 Finance & Operations
    How to Set Up Asset Leasing in Dynamics 365 Finance & Operations If you’re a system administrator setting up asset leasing in Dynamics 365 Finance & Operations for the first time, you may be looking for some guidance. Below are step-by-step instructions to help you avoid any misconfigurations. It’s important to set up asset leasing correctly in order for the system to work properly. The following steps... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 6 min )
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    Number sequence set up for SmmContactPersonId – D365F&O
    There are many changes occuring with the latest updates in D365F&O. Few of them, though minor takes our time during troubleshooting. One such challenge was finding Number sequence set up for SmmContactPersonId. Earlier it was present in ‘Sales and Marketing … Continue reading →  ( 12 min )

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    Navigating the rising administrative challenges in healthcare
    The healthcare landscape is evolving at an unprecedented pace, with the global healthcare budget projected to reach a staggering $15 trillion USD by 2030. This surge underscores the critical need … Navigating the rising administrative challenges in healthcare Read More » The post Navigating the rising administrative challenges in healthcare appeared first on ERP Software Blog. 6 Ways Dynamics 365 Business Central Helps Manufacturers Effectively Manage User Access and Security with Profiles in Dynamics 365 Business Central 5 Key Financial Benefits of An ERP Solution  ( 24 min )
    What you need to know about payment gateways
    It’s important to invest in how and where you collect payments. Most ERPs have some limited functionality. There are also many payment processors to choose from for all ERPs, including … What you need to know about payment gateways Read More » The post What you need to know about payment gateways appeared first on ERP Software Blog. B2B vs. B2C eCommerce: What's the difference and why does it matter? 8 Crucial Questions To Ask When Streamlining Your A/R Processes Time to Upgrade Your TMS or Maybe Move to a New Provider ?  ( 25 min )
    NMB Integrates Descartes Denied Party Screening Solution with Microsoft Dynamics 365
    Media Alert: Ottawa, October 10, 2023 - NMB Solutions Inc., a leader in Transportation Management Systems (TMS), Parcel, and Compliance solutions for Microsoft Dynamics 365, together with Descartes Systems Group, … NMB Integrates Descartes Denied Party Screening Solution with Microsoft Dynamics 365 Read More » The post NMB Integrates Descartes Denied Party Screening Solution with Microsoft Dynamics 365 appeared first on ERP Software Blog. Webinar: How intuition & integration drive revenue & cost analysis with DynaRent in Dynamics 365 for Operations Binary Stream - Did You Know - Weekly Tips - Multi-Entity Management - New Entity Setup Wizard 2017 Binary Stream Product Update - WEBINAR  ( 25 min )
    Managing Customer Information in GP and Shopify Integration
    Managing customer information in GP and Shopify Integration effectively is crucial for providing personalized experiences. It also helps build long-term relationships with customers. Consider the following aspects to manage customer … Managing Customer Information in GP and Shopify Integration Read More » The post Managing Customer Information in GP and Shopify Integration appeared first on ERP Software Blog. Consolidate ERP & eCommerce Reporting through Integration Common Pain Points while Integrating ERP & eCommerce Platforms Prominent Features of ERP & eCommerce Integration  ( 24 min )
    Dynamics 365 Business Central: The Ultimate Tool for Construction Project Managers
    Dynamics 365 Business Central is a powerful business management solution offered by Microsoft that can be highly beneficial for construction project managers. While it may not be considered the ultimate … Dynamics 365 Business Central: The Ultimate Tool for Construction Project Managers Read More » The post Dynamics 365 Business Central: The Ultimate Tool for Construction Project Managers appeared first on ERP Software Blog. Microsoft Dynamics 365 Business Central: The Best Choice for Manufacturers 6 Best Practices to Planning Successful ERP Implementation How much time does a Business Central implementation take?  ( 24 min )
    Connect with Avalara at Community Summit NA
    Avalara is heading to Charlotte, North Carolina, for Community Summit NA, the largest independent gathering of Microsoft business applications users, partners, and ISVs in the world. We can’t wait to … Connect with Avalara at Community Summit NA Read More » The post Connect with Avalara at Community Summit NA appeared first on ERP Software Blog. k-eCommerce: Open for Business (Central) on Microsoft AppSource To upgrade or not to upgrade: the case for moving from NAV to Dynamics 365 Business Central Can your business spend less on sales tax compliance?  ( 24 min )
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    Powerplatform & The Attack of the Clones
    Visit the post for more.  ( 9 min )
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    Get rid of display methods to make your grids in D365FO forms fully searchable!
    In Dynamics 365 for Finance and Operations you may have encountered filtering data within certain form grid columns is not possible. This limitation often occurs when a column is bound to a display method, which calculates data dynamically as the grid is populated. Additionally, because […] The post Get rid of display methods to make your grids in D365FO forms fully searchable! appeared first on Docentric AX.  ( 40 min )
    X++ Tips & Tricks: Avoid Non-Searchable Grid Columns in D365FO
    In Dynamics 365 for Finance and Operations (D365FO) you may have encountered filtering data within certain form grid columns is not possible. This limitation often occurs when a column relies on a display method, which calculates data dynamically as the grid is populated. Additionally, because […] The post X++ Tips & Tricks: Avoid Non-Searchable Grid Columns in D365FO appeared first on Docentric AX.  ( 40 min )
    X++ Tips and tricks: Show Mixed Editable and Non-Editable Outer Join Fields on a Form in D365FO
    The core of D365FO was always about adding additional data and displaying it to the user in a clear way. The data that is presented on a form can be from a table that is not related to the table that is used as the […] The post X++ Tips and tricks: Show Mixed Editable and Non-Editable Outer Join Fields on a Form in D365FO appeared first on Docentric AX.  ( 42 min )
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    Setting the correct time zone for service accounts in Microsoft Dynamics 365
    The setting of the correct time zone for service accounts in Microsoft Dynamics 365 is crucial for accurate business logic execution, particularly when dealing with time-sensitive functionalities like order deadlines. Given your interest in Dynamics 365, eCommerce, and Supply Chain, this topic is indeed pertinent. Hidden within the user accounts in Dynamics 365, you’ll find … Continue reading Setting the correct time zone for service accounts in Microsoft Dynamics 365  ( 11 min )

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    Dynamics Communities Summit North America 2023 Speaking Activities
    We are officially one week out from Dynamics Communities Summit North America 2023 conference and looking forward to a great event, here is a listing of my speaking engagements during the conference. Security Overview of D365FO – Academy Monday Oct 16th 8:00 AM – 5:00 PM Location: E212CD D365FO Telemetry Data Overview Tuesday Oct 17th […] The post Dynamics Communities Summit North America 2023 Speaking Activities appeared first on Alex Meyer.  ( 13 min )
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    Microsoft is recognized as a Leader in the 2023 Gartner® Magic Quadrant™ for Cloud ERP for Product-Centric Enterprises
    We are excited and honored that Gartner has recognized Microsoft as a Leader in their 2023 Magic Quadrant™ for Cloud ERP for Product-Centric Enterprises. This evaluation of Microsoft was based on specific criteria that analyzed our overall Completeness of Vision and Ability to Execute. The post Microsoft is recognized as a Leader in the 2023 Gartner® Magic Quadrant™ for Cloud ERP for Product-Centric Enterprises appeared first on Microsoft Dynamics 365 Blog.  ( 10 min )
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    Navigating the Upgrade: Steps to Move from Dynamics NAV to Business Central
    Upgrading from Dynamics NAV (formerly known as Navision) to Dynamics 365 Business Central can be a complex process, but with careful planning and execution, you can ensure a successful transition. Steps to … Navigating the Upgrade: Steps to Move from Dynamics NAV to Business Central Read More » The post Navigating the Upgrade: Steps to Move from Dynamics NAV to Business Central appeared first on ERP Software Blog. How to Upgrade Dynamics NAV to Business Central in 2023? Role of Cloud ERP Solution for Small Businesses in 2023 Reduce production costs and boost efficiency with Dyn365BC  ( 25 min )
    How to Migrate Your PLM-ERP Integration with AX to D365 F&SCM Upgrade
    A manufacturing company will migrate from Dynamics AX to Dynamics 365 Finance and Supply Chain Management (F&SCM) when the shift fits the business's end-to-end financial management and long-term strategy. With … How to Migrate Your PLM-ERP Integration with AX to D365 F&SCM Upgrade Read More » The post How to Migrate Your PLM-ERP Integration with AX to D365 F&SCM Upgrade appeared first on ERP Software Blog. Benefits of Migrating from AX to D365 F&SCM for PLM-ERP Integration PLM-ERP Integration for Dynamics 365: A Beginner's Guide to Technical Jargon PLM, PDM, PIM, CAD, MDM: Why Connect Them to the ERP and How Are They Different?  ( 28 min )
    From Private Roundtable to Partner Preconference for Dynamics Partners and Microsoft Executives at Summit NA – Interview with Joe Corigliano
    When I first heard about this, it was a small, private leadership roundtable with Partners and Microsoft executives before Summit NA. Strictly invite only. Then it blew up. In a … From Private Roundtable to Partner Preconference for Dynamics Partners and Microsoft Executives at Summit NA – Interview with Joe Corigliano Read More » The post From Private Roundtable to Partner Preconference for Dynamics Partners and Microsoft Executives at Summit NA – Interview with Joe Corigliano appeared first on ERP Software Blog. How to get more data with Dynamics and the Cloud? Tis the Season for Supply Chain Optimization in Dynamics 365! Start Collecting Sales Tax In Under 5 minutes in Dynamics 365 Business Central  ( 26 min )
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    September 2023 updates for modernization and theming in Power Apps
    Note: This blog is in continuation of the announcement of modern controls coming to canvas apps & new look for model driven apps. You can find the August 2023 updates here. Modern controls updates in canvas apps We made additional progress in the month of September on the journey to modernize Power Apps with the…  ( 7 min )

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    Insight Works Unveils Enhanced Order Fulfillment for Dynamics 365
    Order fulfillment app for Business Central offers unparalleled efficiency and data precision to Microsoft Partners and Business Central End-Users. The post Insight Works Unveils Enhanced Order Fulfillment for Dynamics 365 appeared first on ERP Software Blog. Order Fulfillment Worksheet v1.2: Enhance Order Fulfillment in Business Central with App Update Free Business Central Apps to Fill the Gaps Importance of ERP Software in Manufacturing Industries  ( 25 min )
    10 New Microsoft Partners Join Insight Works in September
    Insight Works onboards ten new global partners, enhancing their reseller program and extending their reach in the ERP market. The post 10 New Microsoft Partners Join Insight Works in September appeared first on ERP Software Blog. Signature Capture in Business Central: A Comprehensive Guide with Warehouse Insight Insight Works Launches Quality Inspector App for Business Central Users Ditching Homegrown for Business Central's Shop Floor Edge  ( 24 min )

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    Types of data that can be migrated from Dynamics GP to Business Central
    Migrating data from Dynamics GP (Great Plains) to Dynamics 365 Business Central can be a complex process, as the two systems have different data structures and architectures. However, it is possible … Types of data that can be migrated from Dynamics GP to Business Central Read More » The post Types of data that can be migrated from Dynamics GP to Business Central appeared first on ERP Software Blog. Strategies and steps to unlock seamless order fulfillment using Business Central Which Business Central Deployment Option you should choose? Have You Calculated the Cost of Not Switching ERP Systems?  ( 24 min )
    Efficient Order Processing with Dynamics 365 Business Central and Vantree EDI
    Vantree EDI offers a seamless solution for importing and exporting Electronic Data Interchange (EDI) documents within Microsoft Dynamics 365 Business Central. Tailored to specific business needs, this integration ensures deep … Efficient Order Processing with Dynamics 365 Business Central and Vantree EDI Read More » The post Efficient Order Processing with Dynamics 365 Business Central and Vantree EDI appeared first on ERP Software Blog. MetaADCS – Advanced Warehouse Solution for Microsoft Dynamics 365 Business Central How to Choose a Mobile Computer to use with Business Central Choosing the right Inventory Management WMS Supply Chain Platform  ( 26 min )
    A Step-by-Step Guide: How to Calculate Job Costing in Business Central
    Job costing is a crucial aspect of financial management for many businesses, especially those involved in project-based work. Microsoft Dynamics 365 Business Central, a robust enterprise resource planning (ERP) solution, … A Step-by-Step Guide: How to Calculate Job Costing in Business Central Read More » The post A Step-by-Step Guide: How to Calculate Job Costing in Business Central appeared first on ERP Software Blog. Mastering Financial Management with Microsoft Business Central How effectively you can defer revenue and expenses in Business Central? How much time does a Business Central implementation take?  ( 25 min )
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    Easy identification of D365FO Environments – Chrome extension
    While working on multiple projects or environments, we will always have various windows left open . Rather than checking the Address bar every time , if we have some extension which highlights the environment name in the active window, that … Continue reading →  ( 12 min )
    SSMS – Color pattern to differentiate various environments
    Being a technical, my SSMS window will have multiple active connections , thus at times it will be perplexful to identify the correct environment. I found the below solution long back , but thought of sharing to the community which … Continue reading →  ( 12 min )

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    Order Fulfillment Worksheet v1.2: Enhance Order Fulfillment in Business Central with App Update
    Streamline Your order fulfillment process with the Order Fulfillment Worksheet app from Insight Works. The post Order Fulfillment Worksheet v1.2: Enhance Order Fulfillment in Business Central with App Update appeared first on ERP Software Blog. Free Business Central Apps to Fill the Gaps Quality Control in Inventory and Manufacturing Using Dynamics 365 Business Central Unveiling Product Configurator v3.8: Next-Level Efficiency for Microsoft Dynamics 365 Business Central  ( 25 min )
    Enhancing Efficiency and Security with an Up-to-Date Dynamics GP in 2024
    The expanded ability of Dynamics GP to connect to a shared Microsoft 365 (Exchange online) mailbox with Multi-Factor Authentication (MFA) for the Sales and Purchasing series, is one of many newly updated features found in the NEW Dynamics GP 18.6. (GP 2024) The post Enhancing Efficiency and Security with an Up-to-Date Dynamics GP in 2024 appeared first on ERP Software Blog. Dynamics GP Year-End Closing Procedures Updated forecast for the Dynamics GP 18.6 (GP 2024) release from Microsoft February GP Webinar – What’s New in Dynamics GP 18.5 (GP 2023)  ( 26 min )
    Distributors, Know Your Basic ERP Lingo
    In the ever-evolving landscape of software and Enterprise Resource Planning (ERP) technology, it can be tough to keep up with key terms and definitions — especially if you're just getting … Distributors, Know Your Basic ERP Lingo Read More » The post Distributors, Know Your Basic ERP Lingo appeared first on ERP Software Blog. Overcome ERP Time Wasters with Cavallo and Microsoft Dynamics The Benefits and Limitations to Using Parse JSON | Power Automate and Dynamics 365 Business Central Improve Order Processing for Dynamics 365 Business Central  ( 25 min )
    Microsoft Dynamics GP: Is the Cloud Easier Than You Think?
    For customers already running an on-premise implementation of Microsoft Dynamics GP, the issue of whether to move to the cloud is no longer a real option – the question is … Microsoft Dynamics GP: Is the Cloud Easier Than You Think? Read More » The post Microsoft Dynamics GP: Is the Cloud Easier Than You Think? appeared first on ERP Software Blog. Microsoft Dynamics GP can help you rest easy—even on vacation! How Microsoft Dynamics GP Can Make A Difference In 2018 How can Microsoft Dynamics GP enable a better data platform?  ( 24 min )
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    3 New Features for Sales Teams in Dynamics 365 CRM Wave 2 Release 2023
    3 New Features for Sales Teams in Dynamics 365 CRM Wave 2 Release 2023 Microsoft has just released new updates to Dynamics 365 CRM in the 2023 Release Wave 2 and has new capabilities featuring Microsoft’s newest AI tool: Microsoft Copilot. In this blog I will be sharing 3 new features about lead assignment capabilities, AI-driven sales insights, and collaboration features in Microsoft Teams. With this release, sales teams... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 5 min )
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    Inventory valuation(Weighted Average) in Microsoft Dynamics 365 Finance and Operations: Part-2
    Lets start the week with next part of inventory valuation in MS Dynamics 365 finance and operations Welcome to part 2 of our exploration into Inventory Valuation within Microsoft Dynamics 365 Finance and Operations. In this video installment, I’ve endeavored to elucidate the weighted average valuation method in D365, delving into the following key concepts: […]  ( 9 min )
    Inventory valuation in Microsoft Dynamics 365 Finance and Operations: Part-1
    Inventory management and valuation represent the most pivotal aspect of any implementation, and it encompasses numerous facets. These include Inventory transactions, Financial posting, Reconciliation, comprehending postings, and configuring the correct attributes for inventory. Many consultants, including myself, have encountered challenges in this area. Therefore, I’ve decided to share my experiences through this video series. To […]  ( 9 min )
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    Inventory valuation(Weighted Average) in Microsoft Dynamics 365 Finance and Operations: Part-2
    Lets start the week with next part of inventory valuation in MS Dynamics 365 finance and operations Welcome to part 2 of our exploration into Inventory Valuation within Microsoft Dynamics 365 Finance and Operations. In this video installment, I’ve endeavored to elucidate the weighted average valuation method in D365, delving into the following key concepts: […]  ( 9 min )
    Inventory valuation in Microsoft Dynamics 365 Finance and Operations: Part-1
    Inventory management and valuation represent the most pivotal aspect of any implementation, and it encompasses numerous facets. These include Inventory transactions, Financial posting, Reconciliation, comprehending postings, and configuring the correct attributes for inventory. Many consultants, including myself, have encountered challenges in this area. Therefore, I’ve decided to share my experiences through this video series. To […]  ( 9 min )

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    Announcing Commerce Copilot in Site Builder
    Dynamics 365 Commerce is thrilled to announce the preview of ‘Commerce Copilot’. The post Announcing Commerce Copilot in Site Builder  appeared first on Microsoft Dynamics 365 Blog.  ( 6 min )
    Discover new AI for Microsoft Dynamics 365 at our tenth Business Applications Launch Event
    AI is ready for work—the question is: What will your business do with it? Join us at the Microsoft Business Applications Launch Event on October 25 and explore how to create an AI-powered business that helps people and teams be more productive, solve problems faster than ever, and focus more energy on building revenue. The post Discover new AI for Microsoft Dynamics 365 at our tenth Business Applications Launch Event appeared first on Microsoft Dynamics 365 Blog.  ( 8 min )
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    How to Set Up Analysis View for Detailed Reports in Dynamics 365 Business Central
    How to Set Up Analysis View for Detailed Reports in Dynamics 365 Business Central The Analysis View tool in Dynamics 365 Business Central can help users get detailed reports on dimensions. Typically, in reports such as trial balance and aged reports, we only have the option to filter based on a single dimension value, and it will not show the numbers based on all the dimension values. This article... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 5 min )
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    MES for Dynamics 365 Business Central: Webinar Announced
    As industries seek to adapt to the rapid shifts in manufacturing, the importance of reliable MES solutions has never been clearer. Insight Works is set to introduce manufacturers to the benefits of integrating Dynamics 365 Business Central with Shop Floor Insight in an upcoming webinar. The post MES for Dynamics 365 Business Central: Webinar Announced appeared first on ERP Software Blog. Ditching Homegrown for Business Central's Shop Floor Edge 10 Strong Reasons to Partner with One ISV for Business Central Revolutionizing Production Scheduling: Unveiling MxAPS 4.7 for Business Central  ( 24 min )
    How to Choose the Best Dynamics 365 Application for Your Business
    If you're navigating the digital transformation landscape, you've undoubtedly encountered the Dynamics 365 Application suite. But with its diverse range of applications, how do you select the one that aligns … How to Choose the Best Dynamics 365 Application for Your Business Read More » The post How to Choose the Best Dynamics 365 Application for Your Business appeared first on ERP Software Blog. How to use Job Cost Accounting Software to Determine Which Projects Are Really Profitable Managing Your Growth with Microsoft Dynamics GP, Binary Stream, SalesPad, and AZOX Collections Management for Microsoft Dynamics GP Transitions Back to Independent Software Vendor (ISV)  ( 27 min )
    Benefits of Migrating from AX to D365 F&SCM for PLM-ERP Integration
    Any manufacturing business knows how vital it is to have a proper system for controlling product data. However, if you are using Dynamics AX, you have limited ability to control … Benefits of Migrating from AX to D365 F&SCM for PLM-ERP Integration Read More » The post Benefits of Migrating from AX to D365 F&SCM for PLM-ERP Integration appeared first on ERP Software Blog. How Do I Ensure Data Quality During PLM-ERP Integration for D365 ERP? Key Features of To-Increase’s PLM-ERP Integration for Dynamics 365 ERP 9 Semiconductor and Electronics Manufacturing Challenges Solved By PLM-ERP Integration  ( 27 min )
    The Advantages of Specialized ERP Developers
    Enterprise Resource Planning (ERP) systems have reshaped the very contours of business operations. As monumental software architectures, they stitch together disparate business processes into a coherent, integrated whole. In this … The Advantages of Specialized ERP Developers Read More » The post The Advantages of Specialized ERP Developers appeared first on ERP Software Blog. The Important Business Function Your ERP System CAN'T Do In the Field with Microsoft Dynamics ERP RapidStart Services – First Impressions Move from reactive to predictive maintenance and service with the Internet of Things  ( 26 min )
    Unveiling Product Configurator v3.8: Next-Level Efficiency for Microsoft Dynamics 365 Business Central
    Unveiling Product Configurator v3.8: Next-Level Efficiency for Microsoft Dynamics 365 Business Central The post Unveiling Product Configurator v3.8: Next-Level Efficiency for Microsoft Dynamics 365 Business Central appeared first on ERP Software Blog. Now Available Globally: Order Ship Express for Business Central Free Business Central Apps to Fill the Gaps Unlock Enhanced Order Fulfillment Capabilities in Dynamics 365 Business Central  ( 24 min )
    Optimize Microsoft Business Central Operations with the Enhanced Planning Pack
    At iCepts Technology Group, Inc. we pride ourselves on connecting our clients with top-tier solutions that enhance their operations. That's why we're excited to introduce the Enhanced Planning Pack by … Optimize Microsoft Business Central Operations with the Enhanced Planning Pack Read More » The post Optimize Microsoft Business Central Operations with the Enhanced Planning Pack appeared first on ERP Software Blog. White Paper-How Technology can help Your Distribution Operations Top 5 Microsoft Business Central Features Introducing Cycle Count Scheduler for Business Central  ( 24 min )
    Mastering Financial Management with Microsoft Business Central
    In today’s digital era, the landscape of financial management is undergoing a transformative evolution. Small and medium-sized enterprises (SMEs), often challenged by limited resources and intricate financial operations, now have … Mastering Financial Management with Microsoft Business Central Read More » The post Mastering Financial Management with Microsoft Business Central appeared first on ERP Software Blog. How effectively you can defer revenue and expenses in Business Central? Three ERP Implementation Tips for SMB Manufacturers Power BI: How your team can improve sales & revenue with Business Intelligence  ( 25 min )
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    Select address, phone, email, contact information purposes (roles)
    Here is the code to select contac information or addresses purposes (roles):         CustTable custTable = CustTable::find('12345');         LogisticsPostalAddress logisticsPostalAddress = custTable.postalAddress();         DirPartyLocationRole entityLocationRole;         container                   roleRecIds, roleNames, roleTranslationRecIds;         LogisticsLocationRole       locationRole;         LogisticsLocationRoleTranslation locationRoleTransl;         DirPartyLocation            dirPartyLocation;         // Addresses         info(strFmt("Address: %1", logisticsPostalAddress.Address));         select dirPartyLocation             where dirPartyLocation.Location == logisticsPostalAddress.Location             && dirPartyLocation.Party == custTable.Party;         info('Addre…  ( 1 min )
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    Deeper control over HTTP invocation of flows
    HTTP request trigger is a frequently used functionality that helps customers integrate Power Automate with other systems. This allows a flow to be started based on an HTTP call. Today, we are introducing OAuth support for HTTP request triggers for deeper control on what applications and users can invoke such automations.  ( 8 min )

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    Ditching Homegrown for Business Central's Shop Floor Edge
    Explore the transformative capabilities of Shop Floor Insight for Business Central, offering an edge over homegrown manufacturing systems. The post Ditching Homegrown for Business Central's Shop Floor Edge appeared first on ERP Software Blog. Quote Generation with Product Configurator for Business Central Revolutionizing Production Scheduling: Unveiling MxAPS 4.7 for Business Central Enhanced Planning Pack for Dynamics 365 Business Central  ( 25 min )
    Operating leases vs. finance Leases | key differences and how to choose
    When it comes to managing assets and cash flow, understanding the nuances between operating leases and finance leases is crucial for businesses of all sizes. In this blog post, we'll … Operating leases vs. finance Leases | key differences and how to choose Read More » The post Operating leases vs. finance Leases | key differences and how to choose appeared first on ERP Software Blog. Want predictive equipment maintenance? Combine IoT with historical data Future-facing Equipment Service Management: Managing Delayed Maintenance with DynaRent For Microsoft Dynamics What do you need to gain complete control of how you manage equipment rental projects?  ( 24 min )
    Managing Product Information in GP and Shopify Integration
    Product information handling is an essential part of any integration. Managing Product Information between Microsoft Dynamics GP and Shopify Integration is also an important task to achieve desired results. This … Managing Product Information in GP and Shopify Integration Read More » The post Managing Product Information in GP and Shopify Integration appeared first on ERP Software Blog. Seven eCommerce Strategies to K.O. the Competition Future trends in ERP & eCommerce Integrations Significance of Dynamics GP & Shopify Integration  ( 24 min )
    AP Automation Features in Dynamics 365 Finance
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    Announcing pipelines delegated deployments (SPN)
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    Vendor invoice automation for the invoices imported using custom services
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    Unlocking customer value with Microsoft Dynamics 365 Field Service through connected services
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    Dynamics GP October 2023 Release
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    September 2023 update of Power Automate for desktop
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    Docentric AX 3.4.7 Released
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    Microsoft BizApps Deutschland Podcast #18
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    Try the new outbound dialing experience in Dynamics 365 Customer Service
    The October release of Dynamics 365 Customer Service features a more intuitive, streamlined, and efficient outbound dialing experience. The post Try the new outbound dialing experience in Dynamics 365 Customer Service  appeared first on Microsoft Dynamics 365 Blog.  ( 8 min )

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    Binary Stream attends Community Summit NA 2023 as gold sponsors
    Binary Stream is delighted to announce our participation as gold sponsors at this year's highly anticipated Community Summit North America 2023. The event takes place in Charlotte, North Carolina and … Binary Stream attends Community Summit NA 2023 as gold sponsors Read More » The post Binary Stream attends Community Summit NA 2023 as gold sponsors appeared first on ERP Software Blog. The Solution for Care Facilities on Dynamics GP - WEBINAR PLATFORM EXCLUSIVE - Subscription Billing for Dynamics NAV Handles ASC 606 Stop the Spreadsheets Madness with Binary Stream! - WEBINAR  ( 24 min )
    5 Financial Management Tools for Dynamics 365 Business Central To Help You Take Control of Complex Accounting Processes
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    Vantree’s EDI & API Automation Solution for Microsoft Dynamics 365 Business Central
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    How to Create Vendors in Dynamics 365 Business Central
    How to Create Vendors in Dynamics 365 Business Central Vendor cards in Dynamics 365 Business Central hold all the unique characteristics of the vendor. You can set up new vendors using the vendor card and streamline your process by creating vendor templates. The vendor card is commonly known as the vendor master in other systems. The vendor card home page stores the vendor’s detailed... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 6 min )
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    Maximize your productivity in Excel with Power Automate
    The new “Automate work” button in Excel Online, powered by Power Automate, has made it easier than ever to automate tasks and run processes efficiently from anywhere. This feature extends the capabilities of Power Automate by providing access to pre-built templates and allowing users to build workflows quickly and easily within Excel Online. This button replaces the “Automate a Task” button in Excel Online. Previously, the “Automate a Task” button only allowed users to select templates for Office Scripts, which would then take them to the Power Automate portal to build a flow. But now, with just a few clicks, you can automate repetitive tasks, reduce errors, and boost productivity, all without ever leaving Excel!  ( 9 min )

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    Microsoft is named a Leader in 2023 Gartner® Magic Quadrant™ for B2B Marketing Automation Platform
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    Top 10 Benefits of Migrating from Microsoft Dynamics GP to Microsoft Dynamics 365 Business Central
    We understand that transitioning to a new ERP solution can be overwhelming. So, we have highlighted the most compelling reasons to move to Dynamics 365 Business Central from Dynamics GP: … Top 10 Benefits of Migrating from Microsoft Dynamics GP to Microsoft Dynamics 365 Business Central Read More » The post Top 10 Benefits of Migrating from Microsoft Dynamics GP to Microsoft Dynamics 365 Business Central appeared first on ERP Software Blog. Overcoming Challenges to Integration Recurring Journal Entries in Microsoft Dynamics 365 Business Central How to View All Table Data in Microsoft Dynamics 365 Business Central  ( 25 min )
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    Public preview of new custom connector enhancements
    We are announcing the public preview of two new custom connector enhancements including service principal authentication support as well as the ability to use environment variables in policies.  ( 6 min )
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    The F&O Twist on Power Automate Process Mining – Getting Started
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    Tech Ethics and Privacy
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    Multicurrency in Dynamics GP
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    Mastering the Art of Manufacturing: Best Practices for Production Planning and Control
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    NT Conference 2023: Let’s grow Dynamics 365 and Power Platform Community at Home! ❤
    Are you passionate about Dynamics365 and PowerPlatform? Want to be up to date with the latest news on these technologies? When faced with a challenge, you love to discuss the possible solution with fellow professionals and experts? Or you just enjoy exchanging ideas, knowledge, and […] The post NT Conference 2023: Let’s grow Dynamics 365 and Power Platform Community at Home! ❤ appeared first on Docentric AX.  ( 38 min )
    Meet Us at NT Conference 2023 in Portorož
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    Introducing the Power Automate plugin for ChatGPT
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    Business Documents in Microsoft Dynamics 365 Finance and Operations: Part-1
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    Business Documents in Microsoft Dynamics 365 Finance and Operations: Part-1
    Have you seen the business document workspace/feature in Microsoft dynamics 365? If yes then how frequently you use this now? Business documents are based on electronic reporting frameworks which allows business users to take the control of all the outbound documents e.g. Sales invoice, purchase order, collection letter etc… In this video I have explained […]  ( 9 min )
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    Enable simplified dimension entry in Dynamics 365 Finance and Operations
    "Enable simplified dimension entry" in Dynamics 365 Finance and Operations refers to a feature or setting that allows users to streamline the process of entering financial dimensions when recording transactions or posting entries in the system. The post Enable simplified dimension entry in Dynamics 365 Finance and Operations appeared first on Parag Chapre.  ( 8 min )
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    Decrypt PGP Files Seamlessly with Azure Function and Azure Logic Apps
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    Enhanced Planning Pack for Dynamics 365 Business Central
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    Overcome Barriers in Your Transition Planning to Dynamics 365
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    Easier navigation across Power Platform and Environments
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    Why Shouldn’t You Use Excel Spreadsheets to Manage Pricing?
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    The 8 critical features your RevOps software must have | Free booklet
    In today's fast-paced business landscape, revenue operations (RevOps) has emerged as a cornerstone of success. As companies strive for seamless integration between sales, marketing, and customer support, the role of … The 8 critical features your RevOps software must have | Free booklet Read More » The post The 8 critical features your RevOps software must have | Free booklet appeared first on ERP Software Blog. What features should you look for in revenue operations software? Using Excel for Revenue Recognition Tracking? You'll Want to See This Distributor or Manufacturer? Microsoft Dynamics NAV ERP is Fit for Both  ( 23 min )
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    How to create a new custom financial dimension value with description and other parameters via X++
    User can add values manually to Custom dimension attribute type only. For all other backing entities it should go via standard table creation, say, new CustTable record, etc. The easiest way to create a new Custom list dimension value is to use the standard service DimensionValueService as follows. Say, you need to create a new value by using _newProjCategory record fields. DimensionValueService dimensionValueService = new DimensionValueService(); DimensionValueContract dimensionValueContract = new DimensionValueContract(); dimensionValueContract.parmValue(_newProjCategory.Id); dimensionValueContract.parmDimensionAttribute(mgcDimHelper::getProjCategoryAttribute); dimensionValueContract.parmDescription(_newProjCategory.Name); dimensionValueService.createDimensionValue(dimensionValueContract); It creates the display value as its description.  ( 7 min )
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    Streamline your governance and environment strategy using Default Environment Routing (preview)
    We are excited to announce the public preview of Default Environment Routing, a new Managed Environments feature that allows Power Platform admins to automatically direct new makers into their own personal developer environment when they visit make.powerapps.com for the first time. Default environment routing offers new makers a personal, safe space to build with Microsoft Dataverse,…  ( 7 min )

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    The Enhanced Planning App for Dynamics 365 Business Central
    Discover how Business Central users in manufacturing and distribution optimize operations with Insight Works' Enhanced Planning Pack. Dive into key use-cases. The post The Enhanced Planning App for Dynamics 365 Business Central appeared first on ERP Software Blog. Quote Generation with Product Configurator for Business Central Insight Works Launches Quality Inspector App for Business Central Users Cycle Count Scheduler: A Game-changer for Business Central Users  ( 25 min )
    Enhancing Quality and Compliance with Lot Traceability in Business Central for Manufacturing
    In today’s highly competitive business landscape, manufacturing companies are under constant pressure to deliver high-quality products while ensuring compliance with regulatory requirements. Lot traceability is a crucial aspect of achieving … Enhancing Quality and Compliance with Lot Traceability in Business Central for Manufacturing Read More » The post Enhancing Quality and Compliance with Lot Traceability in Business Central for Manufacturing appeared first on ERP Software Blog. Streamlining Manufacturing Operations with Production Planning and Control in Business Central Everything you need to know about Warehouse Order Picking Methods Revolutionizing Production Scheduling: Unveiling MxAPS 4.7 for Business Central  ( 25 min )
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    [Announcement] Tech Talks for Microsoft Cloud for Sustainability
    Sustainability in businessSustainability is not a new topic, but for a lot of companies this has been overlooked or not prioritized in previous years. With all the impact from climate change in recent years however, it is coming more and more into focus, with shareholders demanding to see companies making tangible progress on reducing their overall impact on the environment through reduction of  ( 9 min )

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    Dynamics 365 FinOps Unified developer experience
    Hello the Community ! This is for me the most important feature for Dynamics 365 F&O for several years ! Discover the big change on the DEV & Admin part. Unified developer experience is now there to unify the way we work every day with the convergence on Power Platform, Dataverse, and the journey of One Dynamics One Platform: ODOP. Discover how you can develop now locally !
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    The “S” in ESG, IT & occupational health
    Visit the post for more.  ( 9 min )

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    Is Your ERP Software Incomplete Without BI?
    Curious about how ERP software and business intelligence go hand in hand? Dive in to see why having both can be a game-changer for your organization. Serving as a central … Is Your ERP Software Incomplete Without BI? Read More » The post Is Your ERP Software Incomplete Without BI? appeared first on ERP Software Blog. Self-Service Analytics: Exploring Your ERP Data for Maximum Insights Microsoft Dynamics 365 Business Central: The Future of Distribution Accounting Power BI: How your team can improve sales & revenue with Business Intelligence  ( 26 min )
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    Announcing Unified Trial and Developer Environments for Dynamics 365 Finance and Operations apps
    Over the last couple of years, customers have been increasingly seeking faster and low-code extensibility options to complement their core Dynamics 365 business software.  The answer is here. The post Announcing Unified Trial and Developer Environments for Dynamics 365 Finance and Operations apps  appeared first on Microsoft Dynamics 365 Blog.  ( 9 min )

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    ERP & eCommerce Integration, a competitive edge for a business
    Integrating an Enterprise Resource Planning (ERP) system with an e-commerce platform creates a powerful synergy that enhances efficiency, competitiveness, and overall business performance. ERP & e-commerce Integration, a competitive edge … ERP & eCommerce Integration, a competitive edge for a business Read More » The post ERP & eCommerce Integration, a competitive edge for a business appeared first on ERP Software Blog. Choosing the Right ERP System for Your eCommerce Business How eCommerce has changed ways of doing business Why x2x-eCommerce for BC & Shopify Integration?  ( 24 min )
    How Microsoft Azure Helps Reduce the Cost of Seasonal Shifts in Manufacturing & Distribution
    Find out how Enavate can help you reduce the cost of seasonal shifts in your supply chain with Microsoft Azure. The post How Microsoft Azure Helps Reduce the Cost of Seasonal Shifts in Manufacturing & Distribution appeared first on ERP Software Blog. How Catapult and Jet Analytics Can Solve Your Business Central Data Migration Woes Microsoft Partner Network Grows as Insight Works Welcomes Six New Resellers Insight Works Launches Quality Inspector App for Business Central Users  ( 25 min )
    Bill.com to End Sync Support for Dynamics GP Dec 2023
    Beginning December 1, 2023, Bill .com will no longer support direct sync for Microsoft Dynamics GP (Great Plains). The company says it made the decision based on Microsoft’s current Dynamics … Bill.com to End Sync Support for Dynamics GP Dec 2023 Read More » The post Bill.com to End Sync Support for Dynamics GP Dec 2023 appeared first on ERP Software Blog. ERP Software Bundles Make it Easier to Adopt the Technology Top 5 Reasons Why Microsoft Dynamics AX 2012 is a Great Fit for Public Sector Organizations The Cloud and Your Company: Governing a New Way Forward  ( 24 min )
    How does Microsoft Dynamics deliver secure data to your accounting team members?
    In today's rapidly evolving business landscape, cloud computing and financial reporting have transcended buzzwords to become essential drivers of growth and transformation, especially for small and midsize businesses. Microsoft Dynamics, … How does Microsoft Dynamics deliver secure data to your accounting team members? Read More » The post How does Microsoft Dynamics deliver secure data to your accounting team members? appeared first on ERP Software Blog. Is it Time for Your Microsoft Cloud ERP Migration? Key Considerations while Upgrading Dynamics NAV to Business Central Dynamics 365 Business Central Pricing and Licensing  ( 24 min )
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    Leverage Warehouse management only mode to optimize your business
    Warehouse management only mode is a great way to enhance your warehouse management capabilities without having to overhaul your existing systems. It offers flexibility, efficiency, and scalability for your warehouse operations. Don’t miss this opportunity to try out this feature and see how it can transform your business. Try out the preview release today and get ready to experience the power of Warehouse management only mode. You can use lightweight source documents that are dedicated to inbound and outbound shipment orders to communicate between the systems. These documents focus exclusively on warehouse management, so they can replace multiple types of general-purpose documents (such as sales orders, purchase orders, and transfer orders) from a pure warehouse management perspective. The post Leverage Warehouse management only mode to optimize your business  appeared first on Microsoft Dynamics 365 Blog.  ( 8 min )
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    Public preview of the new F&O dev experience
    Something that was talked about for a long time is getting closer to reality. F&O development will no longer require those huge VMs with SQL Server and everything. Instead, you’ll just install some VS extensions, connect to Dataverse, download F&O code and metadata and start developing. The runtime (web server, database) will be in cloud, ... Continue reading ‘Public preview of the new F&O dev experience’ »  ( 4 min )

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    Adding Regional Formats to Reports in Business Central
    Business Central 2023 release wave 2 introduces regional formats for reports, which adds a new dimension of customization for reports. This feature gives you more flexibility to tailor how reports print, according to your unique needs. Addressing inherent limitations, such as the inability to customize region formats for specific reports, the absence of support for The post Adding Regional Formats to Reports in Business Central appeared first on Microsoft Dynamics 365 Blog.  ( 8 min )
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    Overcoming the Top 5 Challenges of Integrating EDI with Microsoft Dynamics 365 Business Central
    Electronic Data Interchange (EDI) automation in Microsoft Dynamics 365 Business Central can significantly enhance your operations, simplifying essential communications between you, your vendors, and your high-volume clients. However, it's crucial … Overcoming the Top 5 Challenges of Integrating EDI with Microsoft Dynamics 365 Business Central Read More » The post Overcoming the Top 5 Challenges of Integrating EDI with Microsoft Dynamics 365 Business Central appeared first on ERP Software Blog. DeFacto Global Named Top-Rated Corporate Performance Management Vendor For 2021 How to keep businesses running smoothly with labor shortages Four Ways Netstock and Dynamics 365 Build a Recession-Proof Supply Chain  ( 26 min )
    Find Out Where Your Dynamics 365 Business Central Users Are Struggling
    My users tell me that Dynamics 365 Business Central is confusing and they are struggling with the application. But… I have no idea how to help them because I don't … Find Out Where Your Dynamics 365 Business Central Users Are Struggling Read More » The post Find Out Where Your Dynamics 365 Business Central Users Are Struggling appeared first on ERP Software Blog. The worst mistake a Dynamics 365 Business Central / NAV customer can make 10 Time Saving Business Central Keyboard Shortcuts You Need Today ASPIRE22 Aims to Provide Roadmap, Resources for Digital Journey  ( 24 min )
    Why Your Company Can't Afford to Ignore an ERP Solution
    As businesses expand, the workload on administrators increases exponentially. To effectively handle customer demands and administrative tasks, relying solely on spreadsheets becomes insufficient. This is where ERP solutions come into … Why Your Company Can't Afford to Ignore an ERP Solution Read More » The post Why Your Company Can't Afford to Ignore an ERP Solution appeared first on ERP Software Blog. What ERP Software Can Do for Small and Medium Businesses and How Cloud ERP Can Return Greater ROI How to Balance Your Consulting Life Without Going Crazy The Benefits of NAV on Azure for Small and Mid-Size Businesses  ( 24 min )
    Streamlining Manufacturing Operations with Production Planning and Control in Business Central
    Manufacturers today face the challenge of balancing customer demands, resource allocation, and cost-efficiency while striving for consistent quality. In this complex environment, efficient Production Planning and Control (PPC) is essential. … Streamlining Manufacturing Operations with Production Planning and Control in Business Central Read More » The post Streamlining Manufacturing Operations with Production Planning and Control in Business Central appeared first on ERP Software Blog. Role of Cloud ERP Solution for Small Businesses in 2023 How to Upgrade Dynamics NAV to Business Central in 2023? Why upgrade from Dynamics GP to Business Central?  ( 25 min )
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    Microsoft BizApps Deutschland Podcast #17
    [German language podcast] In unserem neuesten BizApps Podcast haben wir Tobias Menzel und Kathrin Gunawardena von HSO zu Gast. Neben … Continue reading →  ( 10 min )

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    Import bacpac error: File contains damaged data
    This week, I attempted to import a bacpac file on my development machine using SQLPackage for Windows, but I encountered an error while reading the bacpac file. The error message stated: “File contains damaged data. Resolution: Download SQLPackage .NET Core software in your Development Machine. To extract the file by right-clicking on the file in Windows […] The post Import bacpac error: File contains damaged data appeared first on Parag Chapre.  ( 8 min )
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    ERP Success: Systems Integration for Dynamics 365 Business Central
    An ERP is a robust solution that streamlines operations across your organization, and by integrating your Dynamics 365 Business Central ERP with your other software systems, you can gain a … ERP Success: Systems Integration for Dynamics 365 Business Central Read More » The post ERP Success: Systems Integration for Dynamics 365 Business Central appeared first on ERP Software Blog. The Perils and Pitfalls of Self-Implementation Regarding ERP Accounting Solutions The Top 5 Powerful Ways ERP Drives Innovation How does Dynamics GP and Office 365 Help Productivity?  ( 24 min )
    Dynamics Copilot: How Six AI Experts Save Hours Every Day
    In today's busy professional world, it's essential to find effective and innovative solutions. One of the most promising avenues for this is the use of Artificial Intelligence (AI). Below, we … Dynamics Copilot: How Six AI Experts Save Hours Every Day Read More » The post Dynamics Copilot: How Six AI Experts Save Hours Every Day appeared first on ERP Software Blog. Should I Build or Buy PLM-ERP Integration for My Manufacturing Business? PLM-ERP Integration for Dynamics 365: What's The To-Increase Implementation Process? Key Features of To-Increase’s PLM-ERP Integration for Dynamics 365 ERP  ( 25 min )
    Plug and Play Dynamics Business Central User Support and Training
    Microsoft Dynamics 365 Business Central is awesome. However, the frustration BC users sometimes feel - not remembering how to perform fundamental actions in the system - is very real! You … Plug and Play Dynamics Business Central User Support and Training Read More » The post Plug and Play Dynamics Business Central User Support and Training appeared first on ERP Software Blog. Baker’s Dozen of WMS (Warehouse Management System) Acronyms Defined Top 3 reasons for equipment-driven companies to use DynaRent industry-specific lifecycle services Move from reactive to predictive maintenance and service with the Internet of Things  ( 24 min )
    New AI Invoice Data Capture Tool Available for Microsoft Business Central Users
    A new AI powered invoice process solution for Microsoft D365 Business Central is a truly transformative piece of technology for accounts payable pros. LANSING, MICHIGAN, UNITED STATES OF AMERICA, September … New AI Invoice Data Capture Tool Available for Microsoft Business Central Users Read More » The post New AI Invoice Data Capture Tool Available for Microsoft Business Central Users appeared first on ERP Software Blog. Three ways food manufacturers can increase profits today 6 Best Practices to Planning Successful ERP Implementation Modern AP Automation for Business Central  ( 24 min )

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    If You’re Having Problems with Your ERP, Look at Your Data
    If you've ever experienced the challenges of an ERP implementation, you’re not alone: 50 percent of ERP implementations are considered to be failures. That puts a lot of pressure on … If You’re Having Problems with Your ERP, Look at Your Data Read More » The post If You’re Having Problems with Your ERP, Look at Your Data appeared first on ERP Software Blog. 6 Must-Ask Questions When Interviewing ERP Implementation Firms How to Seamlessly Transfer Data from Excel to Microsoft Dynamics GP How the Retirement of SharePoint 2010 Could Destroy Your ERP Business Processes  ( 24 min )
    Get Valuable Business Insights with Power BI Integration in Business Central
    Staying ahead of the competition requires not only efficient operations but also data-driven decision-making. Dynamics 365 Business Central is a cloud-based ERP solution that helps organizations manage their finances, supply … Get Valuable Business Insights with Power BI Integration in Business Central Read More » The post Get Valuable Business Insights with Power BI Integration in Business Central appeared first on ERP Software Blog. Top 5 Microsoft Power BI benefits you should know in 2023 Top benefits of Power BI and Business Central Integration Top 5 benefits of Data Visualization tools: Power BI  ( 25 min )
    WennSoft Synergy Conference: Create a WennSoft Portal Using Office 365 SharePoint
    Join us at WennSoft Synergy for our breakout session and learn how Office 365 SharePoint and DynamicPoint can be used to provide your customers, vendors, or employees a WennSoft integrated … WennSoft Synergy Conference: Create a WennSoft Portal Using Office 365 SharePoint Read More » The post WennSoft Synergy Conference: Create a WennSoft Portal Using Office 365 SharePoint appeared first on ERP Software Blog. Where Should I Start?!? A Beginner's Guide for a Microsoft Dynamics-GP User at Convergence 2011 How Much Does Warehouse Management (WMS) Cost? … ($967) 15 ERP Software Blog Members Among Those Sponsoring Directions North America 2022  ( 23 min )
    Discover your guide to implementing revenue operations
    In today's rapidly changing business environment, Revenue Operations (RevOps) implementation has become a critical driver of success for companies of all sizes. However, navigating this transformative journey without proper guidance … Discover your guide to implementing revenue operations  Read More » The post Discover your guide to implementing revenue operations  appeared first on ERP Software Blog. Supporting the Entrepreneurs Vision with ERP Discover the top 7 frequently asked revenue operations questions New Salesperson Tips for Selling Dynamics GP  ( 24 min )
    Dynamics GP & POS (RMH) Integration by x2x-eCommerce
    Dynamics GP & POS (RMH) Integration by x2x-eCommerce is a versatile product. Retail Management Hero (POS) to Microsoft Dynamics GP Integration is a powerful mechanism to update the master data … Dynamics GP & POS (RMH) Integration by x2x-eCommerce Read More » The post Dynamics GP & POS (RMH) Integration by x2x-eCommerce appeared first on ERP Software Blog. How to Get More Bang for Your Buck When Integrating Magento and Microsoft Dynamics GP Prominent Features of ERP & eCommerce Integration Item Management Best Practices in a Multi-Channel Environment  ( 24 min )
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    How To Return Items with Directed Put-away and Pick in Dynamics 365 Business Central
    How To Return Items with Directed Put-away and Pick in Dynamics 365 Business Central Using the directed put-away and pick process for creating a new sales return order in Dynamics 365 Business Central can be manually complex. This article will help users working in accounting, sales, customer service, etc. who use directed put-away and pick to better manage their customer returns and deal with errors. I will be discussing... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 6 min )
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    Microsoft is named a Leader in 2023 Gartner® Magic Quadrant™ for Sales Force Automation Platforms
    Sellers are fundamental to any organization’s success—and despite economic headwinds, business leaders are concerned about keeping the talent they have happy and productive at their jobs. Today, we’re excited to share that Microsoft has been recognized again as a Leader within the 2023 Gartner Magic Quadrant for Sales Force Automation Platforms* for the thirteenth consecutive year. In this year’s report, Microsoft is positioned highest in Completeness of Vision. The post Microsoft is named a Leader in 2023 Gartner® Magic Quadrant™ for Sales Force Automation Platforms appeared first on Microsoft Dynamics 365 Blog.  ( 10 min )
    Extend your Dynamics 365 skills at the second Power Platform Conference this October in Las Vegas
    Join us at the second annual Power Platform Conference, sponsored by Microsoft, October 1-6 in Las Vegas! The post Extend your Dynamics 365 skills at the second Power Platform Conference this October in Las Vegas appeared first on Microsoft Dynamics 365 Blog.  ( 8 min )
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    Simplifying license management with auto-claim for Power Apps and licensing insights for Power Automate
    It is with great pleasure that we introduce the public preview of Auto-claim for Power Apps licenses, a feature that empowers administrators to effortlessly set up policies within the Microsoft 365 admin center. These policies enable automatic license assignments to unlicensed users when they engage with Power Apps that require licensing.  ( 8 min )

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    Canvas built-in offline is now just one click away!
    We are pleased to announce the Public preview of mobile offline for canvas apps on iOS, Android and Windows devices. Mobile offline has been available in Experimental Preview since May 2023. We’ve been listening to your feedback and we’re excited to make this feature available by default for Power Apps makers. With this preview, you…  ( 7 min )
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    Create Alert in a ⚡Single Click in D365FO
    Alerts are a very popular functionality in D365FO, do you agree? However, let's be honest, D365FO could offer more alert-related features out of the box 😀. But here we are, stepping up the game again with your favorite free library 😎 Docentric Free Edition 🚀. […] The post Create Alert in a ⚡Single Click in D365FO appeared first on Docentric AX.  ( 41 min )

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    Step-by-Step Guide: Creating D365FO Build and Deploy Pipelines
    Learn how to set up DevOps-hosted Build and Deploy pipelines for Dynamics 365 for Finance and Operations in this detailed guide  ( 3 min )

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    Streamline your sales workflow: How AI-powered Opportunity summaries transform collaboration
    In today's fast-paced sales landscape, staying ahead of the game is more crucial than ever. The post Streamline your sales workflow: How AI-powered Opportunity summaries transform collaboration appeared first on Microsoft Dynamics 365 Blog.  ( 8 min )

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    How to Assign Default Dimensions to GL Accounts in Dynamics 365 Business Central
    How to Assign Default Dimensions to GL Accounts in Dynamics 365 Business Central Default dimensions in Dynamics 365 Business Central can help you categorize and track your G/L accounts. Assigning default dimensions to your G/L accounts will save time on entries, as well as maintain consistency. With default dimensions, your dimensions will be automatically assigned when transactions are entered, or you will be thrown an error message as... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 6 min )
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    August 2023 updates for modernization and theming in Power Apps
    Note: This blog is in continuation of the announcement of modern controls coming to canvas apps & new look for model driven apps. You can find the July 2023 updates here. Modern controls updates in canvas apps In the month of August, there was critical progress made on the journey to modernize Power Apps with…  ( 7 min )
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    From Microsoft to global brands, Dynamics 365 Copilot is helping transform customer experiences across service, sales, and marketing
    Six months ago, we introduced Microsoft Dynamics 365 Copilot, the world’s first AI Copilot natively built for customer relationship management (CRM) and enterprise resource planning (ERP) applications. Since then, more than 63,000 organizations have experienced Copilot features in Microsoft Dynamics 365 and Microsoft Power Platform first-hand, empowering marketing, sales, and customer service teams in new ways to improve experiences across the customer journey. The post From Microsoft to global brands, Dynamics 365 Copilot is helping transform customer experiences across service, sales, and marketing appeared first on Microsoft Dynamics 365 Blog.  ( 12 min )
    4 benefits of modern warehouse management solutions
    As we gear up for the holiday season, businesses that are agile and responsive will be poised to capture market demand and deliver an exceptional end-to-end customer experience. Adopting modern technology solutions can introduce agility to key processes overnight, and leaders should look across their supply chain functions to identify levers for maximum impact. The post 4 benefits of modern warehouse management solutions appeared first on Microsoft Dynamics 365 Blog.  ( 11 min )
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    D365FO Data Entity Metadata
    I’ve written about D365FO data entities in the past and have had the opportunity to use them extensively from a ISV and consulting perspective. While working with them I have found myself at different times wanting to have a centralized source of information surrounding their metadata, the data sources used (both root data source and […] The post D365FO Data Entity Metadata appeared first on Alex Meyer.  ( 16 min )

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    Changes to Canadian Payroll for Dynamics GP
    Changes to Canadian Payroll for Dynamics GP Canada Revenue Agency will be announcing some required changes to Canadian Payroll for Dynamics GP users. There is not a lot of concrete information out yet, but we will update this blog as more information becomes available. What we do know is that the changes will involve the T4, T4A and possibly R1 and R1A.... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 5 min )
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    Leverage Power Fx 1.0
    We are pleased to announce the general availability of open-source Power Fx 1.0. “1.0” means that the language definition is now stable and breaking changes will be managed and communicated. It is now ready for you to integrate in your production work loads. It will be coming to Power Apps later this year.  ( 9 min )
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    Make your VM run faster
    Each time you build your code, iisexpress will reset AND then the wait begins for the page to load.Now some machines may be better than others, but windows defender seems to interfere and scan files which can cause considerable delays.So lets make this run faster! Windows Defender runs in the background and any files being … Continue reading Make your VM run faster →  ( 11 min )
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    IDC shares how generative AI transforms business processes within marketing, sales, and service
    This post is authored by Gerry Murray, Marketing and Sales Technology Research Director, IDC; and coauthored by Carlena Neely, Product Marketing Manager, Business Applications, Microsoft. Delving into the realm of customer-centric strategies, IDC analyst Gerry Murray casts a visionary light on the transformative influence of generative AI (Gen AI) on sales and service. Murray’s perspective The post IDC shares how generative AI transforms business processes within marketing, sales, and service  appeared first on Microsoft Dynamics 365 Blog.  ( 10 min )

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    Write A File In D365
    In the last article, you learned how to read a file, and process the data in D365. Now, learn how to write a file in D365. There are several different ways you can get data out of Microsoft Dynamics 365 for Finance and Operations. You can use the data management framework, data entities, Odata, Excel,... Continue Reading → The post Write A File In D365 appeared first on Dynamics 365 Musings.  ( 13 min )
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    What’s new: Power Apps August 2023 Feature Update
    Welcome to the Power Apps monthly feature update! We will use this blog to share a summary of product, community, and learning updates from throughout the month so you can access it in one easy place. We’ve got a great set of updates across for our makers, security and monitor improvements, and updates to model driven apps for end users.  ( 10 min )
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    How to reverse engineer feature management features
    Feature recommendation notifications under the hood For several years, Microsoft does have a dashboard with new and enhanced features that can be enabled by administrators to first evaluate the added value or impact on the current implementation. This will give organizations some time to choose when to enable new features. Features can also be turned […] The post How to reverse engineer feature management features appeared first on Dynamicspedia.  ( 15 min )

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    4 Commerce hypes from Gartner
    At the inspirit365 Vision Summit in Paris, I got to present details from the latest Gartner report, Hype Cycle for Retail Technologies, 2023. There are 4 areas I would like to relate to the Dynamics 365 Commerce offerings, where I think Microsoft have a very strong offering. I cannot share the Gartner report, but I … Continue reading 4 Commerce hypes from Gartner  ( 13 min )
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    D365FO Released Product Details: How we fixed two bugs and find a workaround for creating alert rules
    The Released Products -> Released Product Details form is bound to the InventTableModule table (Inventory module parameters) in 3 different roles: Purch (Purchase), Sales (Sell) and Invent (Manage costs) – this table acts as 3 different data sources. The field InventTableModule.Price appears in the fast […] The post D365FO Released Product Details: How we fixed two bugs and find a workaround for creating alert rules appeared first on Docentric AX.  ( 41 min )
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    Inventory Visibility Add-in – Supply Chain Management – Part 1
    With more demand on integrating systems, it is time-consuming to get a clear picture of the inventory status . With the Microsoft`s Inventory visibility add-in for SCM, above issue is no more a challenge to get the real-time , accurate … Continue reading →  ( 13 min )

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    Sustainability & Environmental Protection in Asia – A Field Report (Part 2)
    After we dealt with the waste problem in Asia (Indonesia) and Germany in part one, I would like to talk … Continue reading →  ( 11 min )
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    Ledger dimension vs Default dimension
    In short Ledger dimension it is Main account + default dimension. So, if you need to replace any attribute value in a given Ledger dimension, do not forget to get a Default dimension first. LedgerDimensionFacade::getDefaultDimensionFromLedgerDimension(ledgerjournalTrans.LedgerDimension); Then you can use this old good way. DimensionDefault newDim = DimensionHelper::setValueToDefaultDimension(hcmEmployment.DefaultDimension, DimensionAttribute::findByName(_dimensionName).RecId, _dimensionValue); BTW, the opposite thing works like that: LedgerDimensionFacade::serviceCreateLedgerDimension(ledgerDimensionMainAccount, inventTrans.defaultDimension); Supporting method public static DimensionDefault setValueToDefaultDimension(DimensionDefault _dimensionDefault, RefRecId _dimens…  ( 7 min )

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    Now generally available: The new Microsoft Dynamics 365 Customer Insights
    At Microsoft Inspire 2023, we announced that we are bringing together Microsoft Dynamics 365 Marketing and Microsoft Dynamics 365 Customer Insights into one offer, enabling organizations to unify and enrich their customer data to deliver personalized, connected, end-to-end customer journeys across sales, marketing, and service. Today, we’re excited to share that the new Dynamics 365 Customer Insights is now generally available for purchase. The post Now generally available: The new Microsoft Dynamics 365 Customer Insights appeared first on Microsoft Dynamics 365 Blog.  ( 10 min )
    Keep track of your trade policies with advanced export control
    Supply Chain Management lets you manage, track, and verify compliance with export control restrictions prior to confirming, picking, packing, shipping, and invoicing sales orders. The new advanced export control functionality allows you to manage your export control policies using a native Microsoft Dataverse solution that interfaces directly with your Supply Chain Management instance. Supply Chain Management then enforces compliance with international trade regulations by consulting your export-control policies in real time. The post Keep track of your trade policies with advanced export control appeared first on Microsoft Dynamics 365 Blog.  ( 8 min )
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    Sustainability & Environmental Protection in Asia – A Field Report (Part 1)
    This year we visited our relatives in Asia (Indonesia) for the first time after the Covid period. Having searched for … Continue reading →  ( 11 min )

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    One Dynamics One Platform : Analytics - Delta Lake Synapse Link
    Hello the Community ! Hope you had good summer holidays, starting next season articles, it was time for me to write this new article to explain again the convergence of the whole Dynamics Platform : on the Analytics part now !
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    Microsoft announces preview of new Copilot capabilities in Power Automate Process Mining
    On August 1, we announced the general availability of Microsoft Power Automate Process Mining. Today, we’re excited to announce the availability of new Copilot capabilities in Power Automate Process Mining (in limited preview—US only). You can try it for free with a Power Automate trial license.  ( 10 min )
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    Analyze the impact of AI-enhanced customer service with Copilot analytics
    Copilot analytics in Dynamics 365 Customer Service offers deep insights into the operational impact of an organization’s investment in AI-enhanced customer service. The post Analyze the impact of AI-enhanced customer service with Copilot analytics  appeared first on Microsoft Dynamics 365 Blog.  ( 9 min )

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    Introducing new ways of creating tables
    We are excited to share with you the updated tables page experience, which is now generally available for all makers. With the new tables page experience, you will be able to create tables with the versatile options we recently introduced to the new home page, including conversation-based table creation and one-click table upload from your…  ( 6 min )
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    Collections Coordinator Workspace in Microsoft Dynamics 365 Finance and Operations
    Microsoft’s ongoing dedication to automation and enhancing the user experience for Dynamics users is truly commendable. Following the automation of the collection process, the Collection Coordinator Workplace stands as a noteworthy addition. This new inclusion is poised to greatly assist collection agents in effectively managing their daily collection tasks, significantly reducing the time spent on […]  ( 9 min )
    How To Choose Learning Path for Microsoft Dynamics 365 Finance and Operations Functional Consultant
    Which Path to Pursue: Finance or SCM for Your Role as a Functional Consultant? This Video is Designed to Assist You in Making That Decision! After receiving a positive reception to the previous video outlining the learning path for becoming a Microsoft Dynamics 365 Functional Consultant, I was motivated to produce the subsequent video in […]  ( 9 min )
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    Collections Coordinator Workspace in Microsoft Dynamics 365 Finance and Operations
    Microsoft’s ongoing dedication to automation and enhancing the user experience for Dynamics users is truly commendable. Following the automation of the collection process, the Collection Coordinator Workplace stands as a noteworthy addition. This new inclusion is poised to greatly assist collection agents in effectively managing their daily collection tasks, significantly reducing the time spent on […]  ( 9 min )
    How To Choose Learning Path for Microsoft Dynamics 365 Finance and Operations Functional Consultant
    Which Path to Pursue: Finance or SCM for Your Role as a Functional Consultant? This Video is Designed to Assist You in Making That Decision! After receiving a positive reception to the previous video outlining the learning path for becoming a Microsoft Dynamics 365 Functional Consultant, I was motivated to produce the subsequent video in […]  ( 9 min )
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    Installation of SSIS Integration Toolkit for Dynamics 365 F&O
    What is SSIS Integration Toolkit? SSIS Integration Toolkit for Dynamics 365 is a powerful tool that allows you to integrate and synchronize data between your Microsoft Dynamics 365 system and other applications or databases using SQL Server Integration Services (SSIS). It simplifies the data integration process by providing a user-friendly interface and a range of […] The post Installation of SSIS Integration Toolkit for Dynamics 365 F&O appeared first on Parag Chapre.  ( 9 min )
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    Automatic import of Bank statement – D365FO
    With the version 10.0.36, it is not possible to automate the import of Bank statement to Sharepoint folder. More details soon.  ( 12 min )

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    Monitoring and telemetry in F&O
    Applications Insights in an Azure service for monitoring of applications. Many Azure Services support it out of the box – you just connect, say, an Azure Function to Application Insights and it’ll automatically start collecting information about performance, failed requests and so on. Using Application Insights API from D365FO is possible and several people in ... Continue reading ‘Monitoring and telemetry in F&O’ »  ( 5 min )
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    Can you add your own features to Feature Management?
    When Microsoft releases new versions of Microsoft Dynamics 365 Finance and Operations, a lot of enhancements are listed on a workspace called Feature Management, where you can review the new features and decide which one would need to be enabled for your organization. The features can be a new module, new additions, enhancement of an […] The post Can you add your own features to Feature Management? appeared first on Dynamicspedia.  ( 15 min )

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    Stuck Batches & Posting Interruptions in Dynamics GP
    Stuck Batches & Posting Interruptions in Dynamics GP Have you ever attempted to post a batch in Dynamics GP, only to receive one of the following error messages? “A batch is held in the Posting, Receiving, Busy, Marked, Locked or Edited status.” “Batch Failed to Complete Posting. Use the Batch Recovery Window to complete the posting process.” “Your previous transaction-level posting session has... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 9 min )
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    Announcing the integration of Power Automate telemetry data with Azure Application Insights
    Public preview of Power Automate integration with Azure Application Insights to enable customers to diagnose and monitor their cloud flow telemetry with the best-in-class APM offering from Azure  ( 9 min )
    August 2023 update of Power Automate for desktop
    Power Automate for desktop comes with new additions in 2023 August’s release, including the introduction of a new logging action, a new setting to disable uploading error screenshots, and the ability to edit certain variable values during debugging.  ( 9 min )
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    Install license file to a DEV box
    Install the license file to a DEV/could hosted box: CMD Before using CMD - replace **axdbadmin_from_lcs** value in the command  - Make sure paths are correct - Correct the path/filename of the license file K:\AosService\PackagesLocalDirectory\Bin\Microsoft.Dynamics.AX.Deployment.Setup.exe --setupmode importlicensefile --metadatadir K:\AosService\PackagesLocalDirectory --bindir K:\AosService\PackagesLocalDirectory --sqlserver . --sqldatabase AxDB --sqluser axdbadmin --sqlpwd **axdbadmin_from_lcs** --licensefilename "K:\Licenses\1_license.txt"  D365FO.Tools Open PowerShell as Administrator Installation of d365fo tools: Install-Module -Name d365fo.tools Install license Invoke-D365InstallLicense -Path c:\Licenses\license.txt https://github.com/d365collaborative/d365fo.tools/tree/master/docs  ( 1 min )
    Enable/disable D365 maintenance mode
    Tier 2: Enable/disable D365 maintenance mode can be done from LCS: There are the following ways to enable/disable maintenance mode on DEV/could hosted boxes: SQL Query status: use AXDB; select * from dbo.SQLSYSTEMVARIABLES where PARM = 'CONFIGURATIONMODE'; use AXDB; update SQLSYSTEMVARIABLES SET VALUE = 1 where PARM = 'CONFIGURATIONMODE'; Execute DB sync Disable maintenance mode: use AXDB; update SQLSYSTEMVARIABLES SET VALUE = 0 where PARM = 'CONFIGURATIONMODE'; CMD Open command prompt as administrator. Enable maintenance mode (replace **axdbadmin_from_lcs** value): K:\AosService\PackagesLocalDirectory\Bin\Microsoft.Dynamics.AX.Deployment.Setup.exe --metadatadir J:\AosService\PackagesLocalDirectory --bindir J:\AosService\PackagesLocalDirectory\Bin --sqlserver . --sqldatabase axdb --sqluser axdbadmin --sqlpwd **axdbadmin_from_lcs** --setupmode maintenancemode --isinmaintenancemode true Disable maintenance mode (replace **axdbadmin_from_lcs** value): K:\AosService\PackagesLocalDirectory\Bin\Microsoft.Dynamics.AX.Deployment.Setup.exe --metadatadir J:\AosService\PackagesLocalDirectory --bindir J:\AosService\PackagesLocalDirectory\Bin --sqlserver . --sqldatabase axdb --sqluser axdbadmin --sqlpwd **axdbadmin_from_lcs** --setupmode maintenancemode --isinmaintenancemode false D365FO.Tools Open PowerShell as Administrator Installation of d365fo tools: Install-Module -Name d365fo.tools Query status: Get-D365MaintenanceMode Enable-D365MaintenanceMode Disable-D365MaintenanceMode https://github.com/d365collaborative/d365fo.tools/tree/master/docs  ( 1 min )
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    The new D365 OCR invoice scanning functionality – an environmental perspective
    Visit the post for more.  ( 9 min )

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    Vendor Evaluation in Dynamics 365 Finance & Operations
    Vendor Evaluation in Dynamics 365 Finance & Operations Vendor evaluation in Dynamics 365 Finance & Operations is a basic tool for comparing vendor performance. The Vendor evaluation tool provides users with data they need to make informed decisions about which vendor is the best choice for the procurement of goods. For instance, it can be used by the procurement team when entering and... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 8 min )
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    Azure Active Directory applications to Microsoft Entra ID applications – D365FO 10.0.36
    With the version 10.0.36, Azure Active Directory applications have been changed to Microsoft Entra ID applications  ( 12 min )
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    Add licenses to deployable package (pipeline)
    Add licenses to deployable package - In the relevant branch create the Licenses folder - add all required license files to that folder (txt files). If you have a deployable package with licenses you can get txt files from that deployable zip package (AosService\Scripts\License) - find the existing " Add Licenses to Deployable Package" step in the pipeline or add it - step should be placed just before Publish Artifact: Packages step - modify " Add Licenses to Deployable Package" step Check workspace mappings ( Get sources step), in this case, it is getting sources directly to $(Build.SourcesDirectory): Therefore Search pattern should be: $(Build.SourcesDirectory)\Licenses\*.txt More about file matching options. Check Copy Files to: Staging Directory to identify the location: Go to a…  ( 2 min )

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    Import Number Sequences via Data Entity
    Overview Number sequences are used to generate readable, unique identifiers for master data records and transaction records. These sequences are normally one of the first things set up after a legal entity is deployed. When either implementing or migrating these number sequences between environments you can utilize either the ‘SequenceTables’ or ‘SequenceV2Tables’ data entities to […] The post Import Number Sequences via Data Entity appeared first on Alex Meyer.  ( 14 min )
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    Copilot brings the power of intelligence to your favorite Power Apps
    Today, we are announcing the availability of Copilot for users of model-driven apps and a major expansion of Copilot control’s capabilities in canvas apps. Now, all Power Apps can be intelligent apps.  ( 7 min )
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    Hyper-Automation but not Hyper-Pollution
    Visit the post for more.  ( 9 min )
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    Microsoft AI Builder Challenge – Recognize Text with AI builder – Learning & Sharing – Part 2
    In part 1, I explained about creating and training the model for document processsing. In this post, let us learn on using OCR(Optical Character Recognition) capabilities using AI model. AI Builder Text recognition is a prebuilt AI model that extracts … Continue reading →  ( 14 min )
    Microsoft AI Builder Challenge – Process Custom Documents – Learning & Sharing – Part 1
    As I have completed Microsoft AI builder challenge, it is time to share the knowledge with our community from the topics which I learnt as a part of this challenge. I am starting with Processing Custom Documents using AI Builder. … Continue reading →  ( 13 min )

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    Learning Path to Become Microsoft Dynamics 365 Finance and Operations Functional Consultant
    If you’re interested in embarking on the path of becoming a functional consultant for MS Dynamics 365 Finance and Operations but are uncertain about the specifics of this role, this video has been created with you in mind. Whether you’re a seasoned professional seeking to shift into consulting or a recent graduate, this video aims […]  ( 9 min )
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    Learning Path to Become Microsoft Dynamics 365 Finance and Operations Functional Consultant
    If you’re interested in embarking on the path of becoming a functional consultant for MS Dynamics 365 Finance and Operations but are uncertain about the specifics of this role, this video has been created with you in mind. Whether you’re a seasoned professional seeking to shift into consulting or a recent graduate, this video aims […]  ( 9 min )
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    3 ways mixed reality empowers frontline workers
    By integrating the physical and digital worlds, mixed reality brings a modern approach to role-based training, support and service, as well as knowledge transfer. Microsoft Dynamics 365 Guides cultivates collaborative environments where people put knowledge into action.  The post 3 ways mixed reality empowers frontline workers appeared first on Microsoft Dynamics 365 Blog.  ( 9 min )
    AI at your service with Copilot in Microsoft Dynamics 365 Field Service
    The era of AI is here, and it’s transforming how companies service customers in the field. The post AI at your service with Copilot in Microsoft Dynamics 365 Field Service appeared first on Microsoft Dynamics 365 Blog.  ( 10 min )

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    Document Attachment Feature in Microsoft Dynamics GP
    Document Attachment Feature in Microsoft Dynamics GP The Document Attachment feature in Microsoft Dynamics GP allows users to attach documents to various records within the Dynamics GP system. These documents can include invoices, receipts, contracts, images, and any other relevant files. This feature enhances the visibility and accessibility of documents associated with specific transactions or records, making it easier to retrieve supporting... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 8 min )

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    Secure implicitly shared connections in preview
    We are excited to announce that secure implicitly shared connections are in full preview (default on for new apps.) This preview feature defaults to on for all new apps in Power Apps. Many customers have asked for this feature, and it is now available in all commercial regions as Preview. Power Apps’ implicitly shared connections…  ( 5 min )
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    Print D365FO Reports Merged with Attachments to Network Printers
    Some time ago, we wrote an article on how to merge PDF product specifications to printed Purchase orders. Read the article >> The solution presented in the above article is based on capability to merge PDF documents using Docentric Free Edition utilities. It enables you […] The post Print D365FO Reports Merged with Attachments to Network Printers appeared first on Docentric AX.  ( 42 min )

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    Picking list journal: Inventory dimension Location must be specified
    One – if not the – notorious error in Dynamics 365 related to production and warehouse management manifests itself at the “Production floor execution” terminal during reporting as finished (RaF). On the screen, the error message “An error occurred while processing the job…” is displayed. In the activity center, you receive […] The post Picking list journal: Inventory dimension Location must be specified appeared first on ER-Consult.  ( 8 min )
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    How to Easily Import Data into Dynamics 365 Business Central
    How to Easily Import Data into Dynamics 365 Business Central Learn how to import data into Dynamics 365 Business Central, or modify existing records, using the Configuration Package. This blog discusses the areas in Dynamics 365 Business Central that you can use this import functionality, outlines step-by-step instructions on how to import data, and includes a video with instructions at the end of the article.... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 9 min )
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    Announcing General Availability of Custom Connectors in Solutions as well as Environment Variable Secrets
    We are thrilled to announce General Availability (GA) of a few connector related features within the Power Platform ecosystem including custom connectors in solutions, environment variable secrets using Azure Key Vault secrets, as well as connector activity logs.  ( 6 min )

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    Certified Public Accountant transforms accounting processes using Power Automate
    Ashley Francis is a Certified Public Accountant (CPA) with The Francis Group practice in Seattle. This story explores Ashley’s passion for Power Platform and how Power Automate with generative AI capabilities helped her quickly create sophisticated automations that significantly . She also is giving back to her accounting community by teaching others how AI and automation can help transform their practices.  ( 13 min )

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    Engineering Change Management in D365 – Why You Need it for PLM-ERP Integration?
    Engineering Change Management in D365 – Why You Need it for PLM-ERP Integration? This blog originally appeared here on To-Increase’s blog page.  Integrating your PLM and ERP systems is a guaranteed recipe to enhance the productivity and efficiency of your manufacturing operations. At To-Increase, we help manufacturing companies gain this very benefit with a PLM-ERP integration solution that utilizes the Engineering Change Management module within Dynamics 365 Finance &... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 8 min )
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    Introducing Copilot in Dynamics 365 Field Service, helping your frontline deliver exceptional service with next-generation AI
    Delivering exceptional service is key for building customer preference and loyalty. But timely resolution can get challenging when fragmented tools make it hard to find the right information and service delivery gets delayed with lengthy data-entry processes. Today, we’re introducing Copilot in Microsoft Dynamics 365 Field Service, bringing the power of next-generation AI to service professionals on the frontline to speed time to resolution. The post Introducing Copilot in Dynamics 365 Field Service, helping your frontline deliver exceptional service with next-generation AI appeared first on Microsoft Dynamics 365 Blog.  ( 12 min )
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    Join us at the second Power Platform Conference this October in Las Vegas
    The biggest Power Platform event of the year is here! Please join us for the second annual Power Platform Conference, sponsored by Microsoft, this October in Las Vegas! Discover, connect, and explore across keynotes, sessions, breakouts, and more – dedicated to all the goodness of Microsoft Power Platform. The conference will kick off October 1-2…  ( 6 min )

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    How To Create a New Number Series in Dynamics 365 Business Central
    How To Create a New Number Series in Dynamics 365 Business Central This blog will cover the set up for No. Series in Dynamics 365 Business Central including the number series used for EFT, Sales & Purchase Transactions, General Journal etc. Number series is used for numbering any Master Records and data transactions. No. Series can be used for a particular Master Record or transaction, and Business... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 7 min )
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    MSDyn365FO: Filter planned orders by pegging details
    I have been asked many times whether its possible to filter planned orders by pegging details, typical example is there is a large order coming for make-to-order items and planners would like to group and process them together. Another common ask is to be able to process separately orders that are pegged to open sales … Continue reading MSDyn365FO: Filter planned orders by pegging details →  ( 11 min )
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    Microsoft named a Leader and Positioned Furthest for Completeness of Vision in the 2023 Gartner® Magic Quadrant™ for Robotic Process Automation
    For the third consecutive year, Microsoft has been named a Leader in the Gartner® Magic Quadrant™ for Robotic Process Automation. This year Microsoft is positioned furthest in Completeness of Vision.  ( 9 min )
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    July 2023 updates for modernization in Power Apps – theming and more
    Note: This blog is in continuation of the announcement of modern controls coming to canvas apps & new look for model driven apps. You can find the June 2023 updates here. Modern controls updates in canvas apps In the month of July, there is critical progress made with exciting updates on theming, releasing new controls…  ( 8 min )

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    Productivity Across Borders: Localized Content now on Microsoft Release Planner
    Microsoft Release Planner will support the content in 11 new languages. The post Productivity Across Borders: Localized Content now on Microsoft Release Planner  appeared first on Microsoft Dynamics 365 Blog.  ( 7 min )
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    Warehouse Mobile Device Security Overview
    The warehouse mobile app is a way for end users to have external devices (such as RF guns) to interact with D365FO to improve efficiency with warehouse tasks. I recently had the opportunity to do a deep dive into how this functionality was secured and wanted to give an overview and then a set of […] The post Warehouse Mobile Device Security Overview appeared first on Alex Meyer.  ( 16 min )
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    Human Resources Reporting in Dynamics 365 Finance and Operations
    In Dynamics 365 Finance and Operations, the reporting options for human resources are integrated with the Human Resources (HR) module, which is part of the core application. The post Human Resources Reporting in Dynamics 365 Finance and Operations appeared first on Parag Chapre.  ( 10 min )
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    PowerVirtualAgent & D365 Document Handling
    Visit the post for more.  ( 9 min )
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    Electronic Reporting & Configurable Business Documents with Docentric Enhancements
    In this presentation, our expert, Albin Lotrič, first explains the basics of Electronic Reporting and Configurable Business Documents (ER/CBD). Then, the process of customizing existing ER configurations by deriving them from the original Microsoft configurations is presented. The customization includes the changes in the configurations […] The post Electronic Reporting & Configurable Business Documents with Docentric Enhancements appeared first on Docentric AX.  ( 38 min )

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    F&O development with multiple version control workspaces
    The usual setup (documented by Microsoft) of version control for F&O is using Team Foundation Version Control and configuring the workspace mapping like this: $/MyProject/Trunk/Main/Metadata k:\AosService\PackagesLocalDirectory $/MyProject/Trunk/Main/Projects c:\Users\Admin123456789\Documents\Visual Studio 2019\Projects This means that PackagesLocalDirectory contains both standard packages (such as ApplicationSuite) and custom packages, i.e. your development and ISV solutions you’ve installed. This works fine ... Continue reading ‘F&O development with multiple version control workspaces’ »  ( 6 min )

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    X++ Tips and Tricks: Checking Security Privileges or Duties of a User in X++
    Security is a big part of D365FO and in this article we will go over some particulars of checking user privileges/duties, which might not be immediately obvious. Usually security is taken care of, for the most part, by the security framework, which is utilized by […] The post X++ Tips and Tricks: Checking Security Privileges or Duties of a User in X++ appeared first on Docentric AX.  ( 41 min )
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    How to select\unselect all records in a form grid
    While adding standard command button you can opt for SelectAll to mark all records in a form grid. However, there is no such a command for the opposite - unselect all records. You can easily achieve it by using the following method and two usual button form controls. [Form] public class mgcDeleteForm extends FormRun { public void selectAll(boolean _select) { VendPaymFormat_DS.markAllLoadedRecords(_select); } [Control("Button")] class FormButtonControlSelectAll { public void clicked() { element.selectAll(true); super(); } } [Control("Button")] class FormButtonControlUnSelectAll { public void clicked() { element.selectAll(false); super(); } } }  ( 7 min )
    How to get rid of a stuck report design in SSRS
    It is difficult to say if your recent changes to an SSRS report design are really deployed. I suggest that any textbox be colored to visualize it (you can revert it in the end). However, sometimes previous design is stuck on the server, and you still see no changes deployed, nevertheless, you already restarted Reporting services. Fortunately, there is a direct way to delete such a stubborn report from the server. Open Report Server configuration manager as administrator and apply Portal URL setting if it is not done yet. Then go for your report and delete it. Next deployment should be OK.  ( 7 min )

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    Make more effective procurement decisions with Dynamics 365 Copilot in Supply Chain Management
    The Procurement Copilot is an advanced tool that empowers users to efficiently manage and assess changes to purchase orders on a large scale. By providing insights into the impact and risk associated with these changes, it greatly enhances procurement decision-making. With this tool, users can swiftly identify high-impact or low-impact alterations, enabling prompt actions to mitigate potential risks. The post Make more effective procurement decisions with Dynamics 365 Copilot in Supply Chain Management appeared first on Microsoft Dynamics 365 Blog.  ( 11 min )
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    Join us at the second Power Platform Conference this October in Las Vegas – sponsored by Microsoft
    Join us at the second Power Platform Conference this October in Las Vegas – sponsored by Microsoft  ( 9 min )

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    Resource Utilization Board in Dynamics 365 Project Operations
    Resource Utilization Board in Dynamics 365 Project Operations The Resource Utilization Board in Dynamics 365 Project Operations helps Practice Leads and Team Leads visualize and keep track of the actual utilization rate of the resources in your organization. The Resource Utilization Board shows you all bookable resources’ time entries compared to their capacity and expected utilization rate. Once you have defined the expected... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 5 min )
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    Create cases, contacts, and accounts faster from notes on the timeline
    Dynamics 365 Customer Service enables agents to create a new case or associate an existing case with notes they write on the customer timeline. The post Create cases, contacts, and accounts faster from notes on the timeline  appeared first on Microsoft Dynamics 365 Blog.  ( 8 min )
    Conversation intelligence unleashes the potential of your sales organization
    Effective communication is vital in building strong customer relationships and closing deals. The post Conversation intelligence unleashes the potential of your sales organization appeared first on Microsoft Dynamics 365 Blog.  ( 8 min )
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    New Power Apps home page now generally available with expanded Copilot access
    We are excited to announce that the new Power Apps home page is now generally available for all users. The new home page features a modern design that offers an intuitive and user-friendly experience. The new layout showcases the latest AI Copilot app creation flow, plus simplified “Start from” options, making it easier than ever…  ( 6 min )
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    Financial planning with the PowerPlatform
    Visit the post for more.  ( 9 min )
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    Get started with Dynamics 365 Human Resources migration
    Introduction In 2021, Microsoft made an announcement stating that they would be combining the Dynamics 365 Human Resources (HR) module with Dynamics 365 Finance & Operations (F&O). As a result, customers currently using the D365 Human Resources application were instructed to transfer their standalone HR application to the Finance & Operations infrastructure by the end […] The post Get started with Dynamics 365 Human Resources migration appeared first on Parag Chapre.  ( 10 min )

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    Overview of Workflow in Microsoft Dynamics 365 Business Central
    Overview of Workflow in Microsoft Dynamics 365 Business Central Approval workflows is an advanced tool in Dynamics 365 Business Central that helps automate business processes, improve collaboration, and enhance overall user productivity. This blog will explore Business Central’s built-in workflow capabilities, from how it can be created and set up to what happens after it is enabled and utilized. Creation of Approval Workflows Before... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 7 min )
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    The early reviews are in: Dynamics 365 Copilot helps to reclaim time, drive innovation, and engage customers
    Only months after announcing copilot capabilities in Microsoft Dynamics 365 and Power Platform, employees at more than 63,000 organizations—including brands like 3M, Prada Group, Campari, and Kraft Heinz—have had the opportunity to experience some of the AI-assisted features firsthand—and the reviews are pouring in. A common theme in the feedback we’ve received is a boost in efficiency and productivity, with employees able to reduce the time and effort spent completing common tasks. The post The early reviews are in: Dynamics 365 Copilot helps to reclaim time, drive innovation, and engage customers    appeared first on Microsoft Dynamics 365 Blog.  ( 11 min )
    Use Copilot with SharePoint knowledge to serve your customers
    Customer Service administrators can easily configure Copilot settings to include an internal knowledge base or SharePoint. The post Use Copilot with SharePoint knowledge to serve your customers  appeared first on Microsoft Dynamics 365 Blog.  ( 8 min )
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    Dynamics 365 Human Resources migration
    In 2021, Microsoft made an announcement stating that they would be migrating to the Dynamics 365 Human Resources (HR) module with Dynamics 365 Finance & Operations (F&O). As a result, customers currently using the D365 Human Resources application were instructed to transfer their standalone HR application to the Finance & Operations infrastructure by the end […] The post Dynamics 365 Human Resources migration appeared first on Parag Chapre.  ( 8 min )

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    Schedule Board in Dynamics 365 Project Operations
    Schedule Board in Dynamics 365 Project Operations The Schedule Board in Dynamics 365 Project Operations is great for managing resource availability and forecast utilization. Project Managers and Schedulers can look for team members that have the skills and availability to fulfill the resource requirements and accurately understand the team’s future workload. Once you’ve submitted a Resource Requirement request, the Schedule Board will... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 5 min )
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    Copilot now powers deployment notes for pipelines in Power Platform
    Now announcing the Public Preview of Copilot-generated deployment notes for pipelines in Power Platform. Copilot comes to the pipelines deployment experience to help makers generate useful solution descriptions with AI, saving valuable time and providing accurate information in seconds.  ( 6 min )
    What’s new: Power Apps July 2023 Feature Update
    Welcome to the Power Apps monthly feature update! We will use this blog to share a summary of product, community, and learning updates from throughout the month so you can access it in one easy place. We’ve got a great set of updates across security, Power Fx, Collaboration and modernization of the end user experience.…  ( 11 min )
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    Microsoft Power Automate Process Mining is generally available
    We are pleased to announce the general availability of Power Automate Process Mining, a new capability that helps you understand business processes in your organization, uncover inefficiencies and bottlenecks, and achieve process optimization.  ( 10 min )
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    Multi Leg intercompany order in Microsoft Dynamics 365 Finance and Operations
    Intercompany trade serves as a valuable tool in a multi legal entity trading setup. It not only handles basic intercompany transactions effectively but also demonstrates its capability in managing complex multi-leg intercompany orders. In this video, I attempted to explore a more intricate scenario related to this feature Scenario I covered in this video from […]  ( 9 min )
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    Multi Leg intercompany order in Microsoft Dynamics 365 Finance and Operations
    Intercompany trade serves as a valuable tool in a multi legal entity trading setup. It not only handles basic intercompany transactions effectively but also demonstrates its capability in managing complex multi-leg intercompany orders. In this video, I attempted to explore a more intricate scenario related to this feature Scenario I covered in this video from […]  ( 9 min )

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    Customer service is a (Microsoft) Teams sport
    With the enhancements in this release wave, Teams collaboration features (embedded chat, swarming, and Teams meeting integration) are even more robust. The post Customer service is a (Microsoft) Teams sport  appeared first on Microsoft Dynamics 365 Blog.  ( 9 min )
    How to improve business KPIs with Connected Field Service
    How does connected field service improve your key performance indicators (KPIs), you ask? Let’s discuss seven KPIs that will improve with a connected field service. The post How to improve business KPIs with Connected Field Service appeared first on Microsoft Dynamics 365 Blog.  ( 9 min )
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    Update Data From Excel In D365
    In the last tutorial you learned how to export data to excel. Now, learn how to update data from Excel in D365. There are some changes that can be made much faster in Excel compared to within D365. For instance, you can do a ‘find and replace‘ within Microsoft Excel. Specifically, push ctrl-H for the... Continue Reading → The post Update Data From Excel In D365 appeared first on Dynamics 365 Musings.  ( 11 min )
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    July 2023 updates for AI Builder
    New updates for AI Builder available in July 2023, including availability of the GPT action and activity monitoring.  ( 10 min )
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    Archive data in D365FO – Part 2 -Inventory Transactions
    In my earlier post , I detailed about archiving Sales order with the latest feature management. This post is on archiving ‘Inventory transactions‘ data . As we are aware, InventTrans table keeps increasing and consume maximum database space . System … Continue reading →  ( 13 min )

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    XDS in action: How to restraint access to data based on the current user employee
    Extensible Data Security (XDS) policies allow restraint access to D365FO data in a very flexible way. Business case: a user can see those purchase orders and their related confirmations only if he or she is Requester. The whole project can basically contain three objects: role, query, and policy. After creating a specific security role, we need to create a query with HCMWorker table so that it is filtered for the current user. All constrained tables should be added to the policy by referencing a particular relation (PurchTable, for example, has two relations with HCMWorker table; thus, we need to pick up the required one related to Requester field) Note: we can create a join expression if a required relation does not exist for a given table. Once the project built and synchronized, we can assign this new role along with some standard ones to a user. For example sake, I added Ada to my user.  ( 7 min )

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    Power Platform for Dynamics 365 FinOps Functionals and developers
    Leveraging Power Platform in Dynamics 365 Finance and Operations for Customer Success The post Power Platform for Dynamics 365 FinOps Functionals and developers appeared first on Parag Chapre.  ( 9 min )

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    How to Set Up First Nation Exemptions in Dynamics GP Canadian Payroll
    How to Set Up First Nation Exemptions in Dynamics GP Canadian Payroll For anyone using the latest version of Dynamics GP (currently GP 18.5) you might be interested to know how to set up First Nation exemptions in Canadian payroll. Follow these steps below to properly set this up for your organization. Update the TD1 Values on the Employee Card: 1. From the HR & Payroll page,... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 5 min )

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    Power Automate Process Mining empowers warehouses to boost their efficiency significantly
    Every warehouse manager is keen on improving the processes on the warehouse floor. But where to start? What to optimize? It is far from easy to discover the bottlenecks. This is where the Power Automate Process Mining comes really handy. In the 10.0.35 release we ship the integration of Supply Chain Management Warehouse module with Power Automate Process Mining. This integration gives some really valuable insight into the material movement in the warehouse.  The post Power Automate Process Mining empowers warehouses to boost their efficiency significantly appeared first on Microsoft Dynamics 365 Blog.  ( 10 min )

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    Introduction to the New Up Next Widget in Dynamics 365 Sales
    Introduction to the New Up Next Widget in Dynamics 365 Sales In the 2022 release wave 2 of Dynamics 365 Sales, Microsoft added a new feature, the Up Next Widget. The Up Next Widget can help sales professionals perform guided actions and suggest the next steps based on sales sequences. Sequences are sets of steps that outline your sales process, like sending emails, making calls, or... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 5 min )
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    Support Images in Outgoing Emails in D365FO
    How to use images in outgoing emails In general, there are 3 ways to embed images in your emails: Inline embedded CID images Embed an image using CID (Content-ID) in the HTML of the body, while attaching it to mail message (as Linked Resource). Cons: […] The post Support Images in Outgoing Emails in D365FO appeared first on Docentric AX.  ( 41 min )
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    July 2023 update of Power Automate for desktop
    Power Automate for desktop comes with new additions in 2023 July’s release, including the introduction of Office 365 Outlook actions, new actions for the scripting and work queues modules, a new tool to inspect and handle UI elements and a troubleshooter with certain diagnostics.  ( 9 min )

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    Deciphering consumer desires: Elevating customer journeys in retail CPG
    According to Gartner®, the top consumer goods technology trends in 2023 focus on customers, technology, and sustainability. Learn more. The post Deciphering consumer desires: Elevating customer journeys in retail CPG appeared first on Microsoft Dynamics 365 Blog.  ( 9 min )
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    Export Data To Excel In D365
    There is a joke I’ve heard that goes something like this. What is the most widely used ERP (Enterprise Resource Planning) System? The answer: Microsoft Excel. By and large, the many forms in Microsoft Dynamics 365 for Finance and Operations allow the system to work with data in many ways. However, there are some scenarios,... Continue Reading → The post Export Data To Excel In D365 appeared first on Dynamics 365 Musings.  ( 11 min )
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    Microsoft Power Apps and generative AI helps citizen maker upskill and transform career
    Miyu Takai from Tokyo, Japan, began her career with zero IT experience and is now in a technical specialist role that she never imagined possible for herself, thanks to the Power Platform and the power of AI. Miyu leveraged her existing Excel skills and used the GPT-powered Power Apps Ideas capabilities to easily generate Power Fx formulas and wire together logic for her Power Apps solutions.  ( 10 min )
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    Cross company data sharing in Microsoft Dynamics 365 Finance and Operations
    Many times, during multi legal entity implementation we come across requirement where customer would like to maintain the cross company shared data which will help them to maintain the integrity and consistency across all the legal entities. In Microsoft dynamics 365 cross company data sharing helps us to achieve this requirement, it allows us: -Create […]  ( 9 min )
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    Cross company data sharing in Microsoft Dynamics 365 Finance and Operations
    Many times, during multi legal entity implementation we come across requirement where customer would like to maintain the cross company shared data which will help them to maintain the integrity and consistency across all the legal entities. In Microsoft dynamics 365 cross company data sharing helps us to achieve this requirement, it allows us: -Create […]  ( 9 min )

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    How to skip next in CoC of a method in X++
    Hey guys! Did you know that there is a hack how to skip next in an extended X++ method, wrapped using CoC (Chain of Command), which is NOT decorated with the Replaceable attribute? This hack works also inside a transaction (ttslevel > 0) 😀 WARNING: […] The post How to skip next in CoC of a method in X++ appeared first on Docentric AX.  ( 39 min )

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    Improved strSplit() method in X++
    How String.Split() works in C# Check the Microsoft documentation on String.Split() >> The optional parameter of type StringSplitOptions allows you to specify options such as whether to omit empty substrings from the returned array or trim whitespace from substrings. This enumeration supports a bitwise combination […] The post Improved strSplit() method in X++ appeared first on Docentric AX.  ( 44 min )
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    Waste search with drones & Microsoft Sustainability Manager – Part 2
    Visit the post for more.  ( 9 min )

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    D365 Finance & Operations: Build Automation Using Azure Pipeline and Microsoft Hosted Agent
    D365 Finance & Operations: Build Automation Using Azure Pipeline and Microsoft Hosted Agent This blog will help guide you in automating the build release using Azure Pipeline and Microsoft-hosted agents. Normally, to create a build release, you would setup a cloud-hosted Build environment in Lifecycle Services (LCS). This is a Virtual Machine in Azure that costs money depending on the size of the machine and time usage. There... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 9 min )
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    Microsoft Sentinel para Dynamics 365 F&O
    Hoy vengo con un post sobre Dynamics 365 F&O, pero con el foco principal en la seguridad, concretamente en Microsoft Sentinel. Hace unos días se anunció que se había publicado una solución de Microsoft Sentinel para F&O que actualmente está en preview. ¡Vamos a aprender un poco sobre ella! A veces pasamos por alto los… Continue Reading Microsoft Sentinel para Dynamics 365 F&O  ( 18 min )

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    AIM for the future with Microsoft: Future-proof your business in the cloud
    Microsoft recently introduced Dynamics 365 Copilot, the world's first AI copilot integrated into customer relationship management (CRM) and enterprise resource planning (ERP) applications in the cloud, that is designed to augment workflows, uncover insights, identify the next best actions, and reduce time spent on administrative tasks. The post AIM for the future with Microsoft: Future-proof your business in the cloud appeared first on Microsoft Dynamics 365 Blog.  ( 9 min )
    Reshaping the future of business with Microsoft Sales Copilot, Dynamics 365 Customer Insights, and a new cloud migration program
    Copilot assists employees wherever they are working, surfacing valuable business data and delivering business insights so they can focus on the most meaningful parts of their jobs. And with this momentum in AI, there has never been a better time for our customers to move to the cloud. The post Reshaping the future of business with Microsoft Sales Copilot, Dynamics 365 Customer Insights, and a new cloud migration program appeared first on Microsoft Dynamics 365 Blog.  ( 12 min )
    2023 release wave 2 plans for Microsoft Dynamics 365 and Power Platform now available
    On July 18, 2023, we published the 2023 release wave 2 plans for Microsoft Dynamics 365 and Microsoft Power Platform, a compilation of new capabilities planned to be released between October 2023 and March 2024. The post 2023 release wave 2 plans for Microsoft Dynamics 365 and Power Platform now available appeared first on Microsoft Dynamics 365 Blog.  ( 11 min )
    Transition to real-time marketing and transform your Customer Experience
    Adapting to evolving customer expectations: staying ahead in the new marketing landscape Customer experience has significantly transformed in recent years, moving away from linear buying journeys and one-size-fits-all approaches. Nowadays, customers expect digitally enabled, hyper-personalized experiences. To stay competitive, organizations must embrace a customer-first approach, bridging departmental gaps to deliver cohesive experiences. By harnessing the The post Transition to real-time marketing and transform your Customer Experience appeared first on Microsoft Dynamics 365 Blog.  ( 10 min )
    Improve sales productivity and close more deals with Microsoft Sales Copilot
    As a seller, you know you need to focus on building relationships with your customers and getting the details you need to close the deal. The challenge is that like most sellers, you spend less than 30% of your time selling. The post Improve sales productivity and close more deals with Microsoft Sales Copilot appeared first on Microsoft Dynamics 365 Blog.  ( 11 min )
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    Data migration with KingwaySoft & Dynamics 365 Finance & Operations
    What is KingswaySoft KingswaySoft is a well-known integration solution provider that specializes in data integration and migration tools for Microsoft Dynamics 365 and other platforms. When it comes to Dynamics 365 Finance and Operations (formerly known as Dynamics AX), KingswaySoft offers a set of connectors and tools to facilitate data integration and data management tasks. […] The post Data migration with KingwaySoft & Dynamics 365 Finance & Operations appeared first on Parag Chapre.  ( 9 min )

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    Free access to a D365FO environment(with dev box)
    In this post, I will give a quick walkthrough of accessing free dev environment with Visual Studio, SSMS and URL. This can be used for training/development purpose. Click this link using Microsoft Learn account. If the browser is already signed … Continue reading →  ( 13 min )
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    Dynamics 365 & Power Platform – 2023 release wave 1 plans
    Today, Microsoft released the new plans for 2023 release wave 2. These plans will tell you about the short-term investments to be released by Microsoft for Dynamics 365 and the Power Platform. Microsoft is releasing these plans twice a year to indicate what they are working on. In this post, you will find the links […] The post Dynamics 365 & Power Platform – 2023 release wave 1 plans appeared first on Dynamicspedia.  ( 15 min )
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    Advance Production order via hand held - Production Parameters issue resolution
    There is a resolution to Advance Production order via handheld - Production Parameters issue, where Starting the production order from hand held device does not consider latest parameters. This is due to the cache and after AOS restart it will pick up new parameters, however, if you need to change those parameters frequently then obviously AOS restart will not suite you. Flush the cache: [ExtensionOf(classStr(WHSPostProdJournal))] final class NXRWHSPostProdJournal_Extension {     public static void prodStartUp(         ProdId                _prodId,         Qty                    _qty,         WHSUserId            _whsUserId,         BOMAutoConsump        _bomAutoConsump,         WHSWorkExecuteMode  _workExecuteMode)     {         xSysLastValue::FlushCaches();         next prodStartUp(_pr…  ( 2 min )
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    Resource Requirements in Dynamics 365 Project Operations
    Resource Requirements in Dynamics 365 Project Operations The Resource Requirement functionality in Dynamics 365 Project Operations is great for streamlining your organization’s resource management process. It lets a Project Manager define what kind of team member they need for a project without having to decide exactly who will fill that need. In the early stages of planning a project, Project Managers often... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 5 min )
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    Multiple Projects on D365FO Onebox Using Git
    Choosing the right version control for D365FO customizations and development makes the life of any team easier. In this session, our expert Klemen Novak, CTO at Docentric, discusses how Git compares to TFVC, branching capabilities and strategies, and demonstrates in action how to use Git […] The post Multiple Projects on D365FO Onebox Using Git appeared first on Docentric AX.  ( 37 min )
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    NodeJS + Dynamics 365 Finance and Supply Chain – A great combo?
    Dynamics 365 integration projects can be diffcult. In this multipart series of blog posts, we are going to discuss on how to connect the NodeJS application to Microsoft Dynamics 365 application. Problem Statement IMPULZ team was doing a master data and sales integration between the third-party cloud POS solution and the Microsoft Dynamics 365 Finance […] The post NodeJS + Dynamics 365 Finance and Supply Chain – A great combo? appeared first on Impulz Technologies LLC.  ( 8 min )
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    Managing and Monitoring consignment inventory Process using Vendor Collaboration in Microsoft Dynamics 365 Finance and Operations
    Consignment inventory is inventory that’s owned by a vendor but stored at your site. When you’re ready to consume or use the inventory, you take over the ownership of the inventory. This topic includes information about how to physically receive vendor-owned inventory on-hand without creating general ledger transactions, how to start a production process where […]  ( 9 min )
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    Managing and Monitoring consignment inventory Process using Vendor Collaboration in Microsoft Dynamics 365 Finance and Operations
    Consignment inventory is inventory that’s owned by a vendor but stored at your site. When you’re ready to consume or use the inventory, you take over the ownership of the inventory. This topic includes information about how to physically receive vendor-owned inventory on-hand without creating general ledger transactions, how to start a production process where […]  ( 9 min )

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    Document management – Using AI builder – Power Automate
    In my previous post , the document upload was done by reading the file name and proceeding with upload. Here, I will give a walkthrough of uploading the attachment by scanning the contents in the file through AI builder and … Continue reading →  ( 13 min )

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    June 2023 modern controls update
    Note: This blog is in continuation of the announcement of modern controls coming to canvas apps & new look for model driven apps. You can find the May 2023 updates here. We thank our community and users for the active engagement on the journey to modernize Power Apps. This blog outlines the modernization updates we…  ( 7 min )
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    How to Run a Trial Balance and Aged Reports in Dynamics 365 Business Central
    How to Run a Trial Balance and Aged Reports in Dynamics 365 Business Central In Dynamics 365 Business Central, we can check the AR and AP subledger accounts by using a report called Aged Accounts Receivable/Payable. This report shows the open transactions that currently have not been paid within the system. Similarly, we can also print the Trial Balance, which helps us to get the total for each GL... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 5 min )
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    Waste search with drones & Microsoft Sustainability Manager – Part 1
    Visit the post for more.  ( 9 min )
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    Top 5 “dos and don’ts” when you implement Dynamics 365 Field Service Mobile
    Dynamics 365 Field Service Mobile is a robust and scalable mobile application created for your frontline workers. With the capabilities of Microsoft Power Platform and Dataverse, you can customize and configure the mobile application to meet your unique business needs. In this post, we'll explore the most important things you can do—and not do—to create the best possible experience for your frontline workers when you implement Field Service Mobile. The post Top 5 “dos and don’ts” when you implement Dynamics 365 Field Service Mobile appeared first on Microsoft Dynamics 365 Blog.  ( 11 min )

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    Dynamics 365 Business Central for the Manufacturing Industry
    Dynamics 365 Business Central for the Manufacturing Industry Manufacturing companies can take advantage of the advanced planning and scheduling functionality within Microsoft Dynamics 365 Business Central to run their businesses better. These features include up to 50 level deep Bill of Materials (BOM) per part, Routings that can be scheduled serial or parallel, and versioning in both the Bill of Materials and the... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 5 min )
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    Purpose built Collaboration spaces in Viva Sales
    We are thrilled to announce the general availability of Collaboration spaces in Viva Sales, transforming the way sales teams collaborate The post Purpose built Collaboration spaces in Viva Sales appeared first on Microsoft Dynamics 365 Blog.  ( 7 min )

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    Apply Environment Update to D365FO via Command Line
    Following up on my previous post about deploying a local VHD of D365FO, I wanted to show how you can then update your environment when Microsoft releases newer versions. The first step is to download the update deployable package from LCS by navigating to the Shared Asset Library: Then navigating to the ‘Software Deployable Package’: […] The post Apply Environment Update to D365FO via Command Line appeared first on Alex Meyer.  ( 14 min )

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    The power of AI in Viva Sales: Insights from Lori Lamkin and Nathalie D’Hers
    Join Lori Lamkin and Nathalie D'Hers as they take you on an extraordinary journey through the development, deployment, and continuous improvement of Microsoft Viva Sales. In this exclusive Q&A session, they will share insights, experiences, and the remarkable story of Microsoft's journey in unlocking the full potential of Viva Sales. The post The power of AI in Viva Sales: Insights from Lori Lamkin and Nathalie D’Hers appeared first on Microsoft Dynamics 365 Blog.  ( 11 min )
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    Alerta de F&O en Power Automate
    Hay una característica interesante en Dynamics 365 F&O que nos permite mandar notificaciones cuando se cambian, crean o eliminan datos: el framework de alertas. En este post, veremos cómo enviar las alertas como Business events, y enviar emails notificando a los usuarios usando un flujo de Power Automate. Cuando casi había terminado de escribir el… Continue Reading Alerta de F&O en Power Automate  ( 15 min )

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    Print Management for the Curious
    COMING SOON… The post Print Management for the Curious appeared first on Docentric AX.  ( 37 min )
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    Landed cost financial and inventory valuation impact in Microsoft dynamics 365 finance and operations
    Recently I had chance to speak at  #D365UGIndia Community! on Landed cost impact on financial and inventory valuation. I am thank full to the organizers and all the attendees who attended the session Live. If you have missed than ,here is the recording of the same: Landed Cost Accounting: Landed cost accounting allows you to accurately […]  ( 9 min )
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    Landed cost financial and inventory valuation impact in Microsoft dynamics 365 finance and operations
    Recently I had chance to speak at  #D365UGIndia Community! on Landed cost impact on financial and inventory valuation. I am thank full to the organizers and all the attendees who attended the session Live. If you have missed than ,here is the recording of the same: Landed Cost Accounting: Landed cost accounting allows you to accurately […]  ( 9 min )
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    Power Platform with Dynamics 365 Finance & Operations
    Power Platform with Dynamics 365 Finance & Operations The Microsoft Power Platform can be integrated with Dynamics 365 Finance & Operations to allow you to automate processes, build solutions, and analyze data. This blog will show you how to create, share and manage your apps, dashboards, flows and more while understanding the building blocks and how you can best use the Power Platform... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 14 min )
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    Announcing Public preview of IP Firewall in Dataverse
    During the BUILD’23, we announced IP Firewall Public preview for Dataverse. We are pleased to announce that the Global rollout of IP Firewall public preview is completed and is available to all our customers across all the Geos starting July 7th, 2023. By using the IP firewall feature, you can apply the right access controls…  ( 7 min )

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    5 ways accounts payable automation drives digital transformation
    Finance teams’ roles have evolved—and expanded—into new realms. As economic pressures demand everyone deliver more with fewer resources, finance professionals’ plates are increasingly crowded with analysis, strategy, even supplier relationships—plus all the traditional finance processes they’ve long been responsible for.  The post 5 ways accounts payable automation drives digital transformation appeared first on Microsoft Dynamics 365 Blog.  ( 9 min )

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    What’s new: Power Apps June 2023 Feature Update
    Welcome to the Power Apps monthly feature update! We will use this blog to share a summary of product, community, and learning updates from throughout the month so you can access it in one easy place. A variety of new and highly anticipated features are now available which we are very excited to share for…  ( 11 min )
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    Step by Step Guide to Deploy a Local VHD of D365FO
    There are two main ways to deploy D365FO for development and testing purposes, the more streamlined way is to deploy a preconfigured environment via LCS. While this is extremely straightforward it does incur Azure costs as the resources (virtual machine, networking, storage, etc) are deployed within your Azure instance. The other option is to deploy […] The post Step by Step Guide to Deploy a Local VHD of D365FO appeared first on Alex Meyer.  ( 17 min )
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    Missing timesheets in D365ProjectOperations – Part 2
    Visit the post for more.  ( 9 min )

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    Microsoft BizApps Deutschland Podcast #16
    [German language podcast] Im neuesten Microsoft BizApps Podcast sprechen wir mit Steffen Behnke, dem Head of IT bei der Firma … Continue reading →  ( 9 min )
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    Microsoft Dynamics 365 Commerce - Component Overview
    Microsoft Dynamics 365 Commerce - Component Overview "> Microsoft Dynamics 365 Commerce - Component Overview

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    Boosting Productivity: Unleashing the Power of Dynamics 365 for Prospect-to-Cash Efficiency
    We are excited to announce the general availability of a set of new features and capabilities that will enhance the efficiency of the prospect-to-cash integration between Dynamics 365 Sales and Dynamics 365 Supply Chain Management. These additions to the prospect-to-cash integration aim to improve efficiency and cover several new features in Dynamics 365 Supply Chain Management 10.0.34, as well as a new Dual-write Supply Chain solution version 2.3.4.203. The post Boosting Productivity: Unleashing the Power of Dynamics 365 for Prospect-to-Cash Efficiency appeared first on Microsoft Dynamics 365 Blog.  ( 10 min )
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    Announcing General Availability for Shared Device Mode for Power Apps on Android
    Shared Device Mode (SDM) is now supported in General Availability for Power Apps Mobile App on Android devices.  ( 6 min )

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    Docentric story in Finance magazine: “Uspeli kot partnerji Microsofta”
    For DOCENTRIC, it’s a great privilege 🙏 to appear in TOP Slovenian magazine Finance. This is a big recognition for us as a company who’s started growing from a really small piece of software, while today we see it more as a valuable opportunity for […] The post Docentric story in Finance magazine: “Uspeli kot partnerji Microsofta” appeared first on Docentric AX.  ( 38 min )
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    How to Navigate Through the Dynamics 365 Finance & Operations Interface
    How to Navigate Through the Dynamics 365 Finance & Operations Interface This blog will help you navigate through the Dynamics 365 Finance and Operations (D365 F&O) interface while providing some tips and tricks to ease your initial training when using the system. Note: Even though most customers, commentators, and consultants still call it Dynamics 365 Finance & Operations or D365FO, Microsoft now technically licenses it as Dynamics... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 12 min )

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    Get started with developing generative AI features for Dynamics 365 Business Central
    An answer to the question: How do I get started with AI in AL and Visual Studio Code? The post Get started with developing generative AI features for Dynamics 365 Business Central  appeared first on Microsoft Dynamics 365 Blog.  ( 9 min )
    Introducing the New Dynamics 365 Community – A Catalyst for Collaboration and Innovation
    Microsoft is delighted to announce that the new Dynamics 365 Community is now live, marking a significant milestone in our journey of empowering users, fostering collaboration, and driving innovation.  The post Introducing the New Dynamics 365 Community – A Catalyst for Collaboration and Innovation  appeared first on Microsoft Dynamics 365 Blog.  ( 8 min )
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    Archive Data in D365FO – Part 1-Sales Order
    Data grows over time and it is a good idea to archive it for the effective performance of the system. Latest feature in D365FO has the ‘Archive Set up’ solution which is simple to configure . This set up moves … Continue reading →  ( 13 min )

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    How to Deploy a Tier 2+ Environment in Dynamics 365 Finance & Operations
    How to Deploy a Tier 2+ Environment in Dynamics 365 Finance & Operations Deployment of Dynamics 365 Finance & Operations cloud environment is self-service through Lifecycle Services (LCS). You can control when you need to deploy the environment and verify when it is already deployed. There is no remote desktop access to Tier 2+ environments but all operations that you need are available as self-service actions under the... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 5 min )
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    Announcing monthly channel for model-driven apps
    Today we are launching Release Channels for model-driven apps in public and sovereign clouds. Release channels provide more choice for adopting new features in model driven apps and Dynamics 365 apps.  Rather than only being able to receive updates twice a year during the wave releases, you can choose some or all users to receive more frequent updates through monthly channel.  ( 7 min )
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    Print Management in Simple Words
    If you are looking for a concise and simple explanation of Print management, this article may be just what you need. This is the first of two articles explaining some of the most common and some useful print management features. Those of you who want […] The post Print Management in Simple Words appeared first on Docentric AX.  ( 43 min )
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    Consumable “Kanban” parts in D365 Warehouse management
    Low value parts such as bolts, screws, gaskets, clamps, and other fasteners, as well as small electric parts, are rarely retrieved from the main warehouse in the precise quantities by production order. Instead, they are stored in surplus at the workbenches, typically organized in boxes of various sizes. The usage of […] The post Consumable “Kanban” parts in D365 Warehouse management appeared first on ER-Consult.  ( 8 min )
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    Microsoft BizApps Deutschland Podcast #15
    [German language podcast] Im neuesten Podcast sprechen wir mir Maik Schulz, dem Leiter im IT Bereich für Application & Business … Continue reading →  ( 9 min )

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    Microsoft is a leader in 2023 Forrester Wave Low-Code Platforms for Professional Developers
    We are honored to be named a leader in The Forrester Wave™ Low-Code Development Platforms for Professional Developers Q2 2023. The Forrester report acknowledges Microsoft’s “best-in-class features for AI development”, track record of innovation, and unique approach to unifying across professional and citizen development as key advantages, saying, “the vision for the platform as the…  ( 7 min )

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    Experiencing the new Microsoft Dynamics community site
    Since June 19, the new Microsoft Dynamics community platform is live. It has a new look, but it is also now built on another platform. A huge effort was done to build the new site and convert the history and all accounts. Unfortunately, some users, including me experience some login issues. In this post, you […] The post Experiencing the new Microsoft Dynamics community site appeared first on Dynamicspedia.  ( 12 min )
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    Multiple revenue recognition options/rules under one project in Dynamics 365 Project Operations Non-stocked/resource deployment
    One of the common asks I hear from customers is the need to handle revenue recognition differently for different phases of a project. An example of this is “Contoso Electronics is working on a NextGen EV Electronics Design and Prototype build project for one of its customers. This is a fixed price contract/project that has … Continue reading Multiple revenue recognition options/rules under one project in Dynamics 365 Project Operations Non-stocked/resource deployment  ( 18 min )

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    Take Customer Service to new heights with cross-geo support for Copilot
    We are excited to introduce support for Copilot in Dynamics 365 Customer Service across multiple geographic regions, or cross-geo support. The post Take Customer Service to new heights with cross-geo support for Copilot appeared first on Microsoft Dynamics 365 Blog.  ( 8 min )

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    Financial dimension names lookup
    Financial dimension names lookup to exclude system-generated financial dimension names:     ///     /// Look up to filter system generated financial dimension names     ///     ///     ///     [FormControlEventHandler(formControlStr(HRMParameters, VKAPDPayrollSystem_VKADPCostCentreDim), FormControlEventType::Lookup)]     public static void VKAPDPayrollSystem_VKADPCostCentreDim_OnLookup(FormControl sender, FormControlEventArgs e)     {         FormReferenceControl    formControl = sender as FormReferenceControl;         SysReferenceTableLookup sysReferenceTableLookup = SysReferenceTableLookup::newParameters(tablenum(DimensionAttribute), formControl);         Query                   query = new Query();         Query…  ( 1 min )
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    Account-based seller insights improve sales account manager effectiveness
    Busy sales account managers prioritize their activities by mining information from their accounts. But manually making sense of all that unstructured data is tedious and can lead to erroneous assumptions. They can end up focusing on the wrong activities, which results in a lower impact on business outcomes. The post Account-based seller insights improve sales account manager effectiveness  appeared first on Microsoft Dynamics 365 Blog.  ( 8 min )

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    Auditing Requirements After an ERP Implementation or Conversion
    Auditing Requirements After an ERP Implementation or Conversion The basic premise of an ERP system audit is to ensure that the data converted matches the previous system’s data at cut off. It’s also to document any changes made, system wise and security wise. I’ve been involved with all aspects of ERP implementations for the past 20 years. This article is based on my... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 6 min )
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    Restricted Delete Action in Dynamics 365 Finance and Operations
    In a previous article, I had shown how to add a cascade delete in Dynamics 365 finance and operations. In this article, I will show you how to add a restricted delete action in dynamics 365 Finance and Operations. When a Delete Action comes into the picture? Normally delete actions come into the picture when a user is trying to delete a database record. Delete actions are used to maintain the data integrity and consistency of the database. At the time of development, a developer must take care of the delete actions to implement in the project. In Dynamics 365 Finance and Operations (D365 FO), the delete action refers to the deletion of a record from a table in the database. When a record is deleted, it is permanently removed from the system and cannot be recovered. Therefore, it is importa…  ( 39 min )
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    Create and manage your own data templates in Microsoft Dynamics 365 finance and operations: Part-2
    This is the next part of data template series, you can find Part-1 Here. In the previous video, I discussed default templates and the approach for exporting and importing data from one environment to another using data management. In this video, I will delve into the topic of creating custom templates and provide insights on […]  ( 9 min )
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    Create and manage your own data templates in Microsoft Dynamics 365 finance and operations: Part-2
    This is the next part of data template series, you can find Part-1 Here. In the previous video, I discussed default templates and the approach for exporting and importing data from one environment to another using data management. In this video, I will delve into the topic of creating custom templates and provide insights on […]  ( 9 min )
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    Customize data models to view your organization’s unique metrics
    You can customize data models using data within Dynamics or external data to view metrics tailored to your needs. The post Customize data models to view your organization’s unique metrics  appeared first on Microsoft Dynamics 365 Blog.  ( 8 min )

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    Copilot in Dynamics 365 Marketing revolutionizes marketing with query assist and content ideas
    The use cases for Copilot in customer experience (CX) are endless. Let’s delve into how these copilot features came to be and highlight our generative AI roadmap moving forward. The post Copilot in Dynamics 365 Marketing revolutionizes marketing with query assist and content ideas appeared first on Microsoft Dynamics 365 Blog.  ( 12 min )
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    Direct Power Fx Dataverse actions support now in preview
    We are excited to announce direct access to Dataverse actions in Power Fx formulas as Preview feature (default on.) As a part of the Power Fx language, authors can now directly invoke a Dataverse action within a formula. A new Power Fx ‘Environment’ language object that authors can add to their app enables access to…  ( 6 min )
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    June 2023 update of Power Automate for desktop
    Power Automate for desktop comes with new additions in 2023 June’s release, including the introduction of work queue actions in preview and OneDrive for Business actions.  ( 8 min )

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    Customize the Profile Page in Microsoft Power Pages
    Customize the Profile Page in Microsoft Power Pages Microsoft Power Pages provides customers the ability to edit their Dataverse contact information with the profile page on the customer service portal. There are cases when the out-of-the-box (OOB) version of the profile page does not meet the company’s business requirements. Power Pages administrators may modify this form to meet these requirements, but not necessarily... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 7 min )
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    Integrating Microsoft Sentinel and Power Platform to better monitor and protect your low-code solutions
    Microsoft Power Platform admins can monitor certain types of security vulnerabilities using the static analysis tools and reports provided in the platform. Having an early and more holistic threat detection and the ability to apply preventative guardrails is crucial to enable frictionless productivity while minimizing cyber risk.  ( 8 min )
    Integrating Microsoft Sentinel and Power Platform to better monitor and protect your low-code solutions
    Microsoft Power Platform admins can monitor certain types of security vulnerabilities using the static analysis tools and reports provided in the platform. Having an early and more holistic threat detection and the ability to apply preventative guardrails is crucial to enable frictionless productivity while minimizing cyber risk.  ( 8 min )

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    Dynamics 365 application modernization on Azure: Envisioning the future
    Of all the questions that customers have, one of the most common is how Microsoft continually delivers new AI innovations at a rapid pace. If you are still running systems on-premises, it starts with application modernization in the cloud. The post Dynamics 365 application modernization on Azure: Envisioning the future appeared first on Microsoft Dynamics 365 Blog.  ( 10 min )
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    How To Read A File In D365
    Instead of manually typing in data, users can upload a file, then read a file in D365. I will show you how to use helper classes to do both of these things. This is especially helpful when you have many records to bring in. There are several other ways that data can be brought into... Continue Reading → The post How To Read A File In D365 appeared first on Dynamics 365 Musings.  ( 16 min )
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    Workflow security in Dynamics 365 Finance and Operations
    When working with workflow in Microsoft Dynamics 365 Finance and Operations, the users should have proper permissions to be able to not only approve but also submit documents to the workflow. There is no easy guidance on which roles, duties, or privileges to use to ensure having the correct permissions. In case you build up […] The post Workflow security in Dynamics 365 Finance and Operations appeared first on Dynamicspedia.  ( 15 min )
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    Settlement transaction type on vendor/customer transaction type in Microsoft Dynamics 365 finance and operations
    In this upcoming video, I will be addressing two specific scenarios where systems generate additional vouchers/transactions for vendor and customer transactions with the type “Settlement.” It’s important to note that these additional transactions are not generated for every transaction, but only in certain specific scenarios. Stay tuned as I dive into the details and provide […]  ( 8 min )
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    Settlement transaction type on vendor/customer transaction type in Microsoft Dynamics 365 finance and operations
    In this upcoming video, I will be addressing two specific scenarios where systems generate additional vouchers/transactions for vendor and customer transactions with the type “Settlement.” It’s important to note that these additional transactions are not generated for every transaction, but only in certain specific scenarios. Stay tuned as I dive into the details and provide […]  ( 8 min )
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    MSDyn365FO. Truncate a table.
    Now when storage capacity report is available you may want to clean up some data. One of the top one’s to grow out of control is document attachment history. You have standard batch job for the clean up, but if… Continue reading →  ( 10 min )

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    Embedding copilot in CanvasApp
    https://learn.microsoft.com/en-us/power-apps/maker/canvas-apps/add-ai-copilot  ( 11 min )
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    Missing timesheets in D365ProjectOperations
    Visit the post for more.  ( 9 min )

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    Dynamics 365 CRM: Workflows vs Power Automate vs Plugins vs JavaScript vs Business Rules
    Dynamics 365 CRM: Workflows vs Power Automate vs Plugins vs JavaScript vs Business Rules When you want to automate some business activity in a Dynamics 365 CRM application like Dynamics 365 Sales or Field Service, you have 5 different options: Workflows, Power Automate Flows, Plugins, JavaScript, and Business Rules. Each approach has pros and cons. At Encore, we have used all 5 of these methods of customization and configuration... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 8 min )

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    Hasta La Vista, baby
    Dear Readers, After 10 years, this blog has finally reached the end of the line. It has been great for me to share what I know about Dynamics 365 Finance and Operations and see how the audienc...(read more)  ( 13 min )
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    Hasta La Vista, baby
    Dear Readers, After 10 years, this blog has finally reached the end of the line. It has been great for me to share what I know about Dynamics 365 Finance and Operations and see how the audience and community around the product has grown. I would like to send a BIG thank you to you, […]  ( 24 min )
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    Experience the refreshed Power Automate mobile app for iOS – now generally available!
    Introducing the newest version of the Power Automate iOS mobile app.  ( 8 min )

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    Microsoft BizApps Deutschland Podcast #14
    [German language podcast] In der neuesten Ausgabe des Microsoft BizApps Podcasts sprechen wir Peter Linke, dem Vorstand und Gründer der … Continue reading →  ( 9 min )
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    Automating and Improving Business Processes When You Move to Dynamics 365 Finance & Operations
    Automating and Improving Business Processes When You Move to Dynamics 365 Finance & Operations When a user migrates from Dynamics AX to Dynamics 365 Finance & Operations, they may wonder if any of their regular business processes should be changed. Some manual processes may benefit from becoming automated, and some may need to be redesigned to become more efficient. An important distinction to begin with is the difference between... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 11 min )
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    Introducing next-generation AI and Microsoft Dynamics 365 Copilot capabilities for ERP
    Welcome to a new era in enterprise resource planning (ERP) systems. As businesses around the world embrace the power of AI to streamline operations, speed time to actionable insight, and drive innovation, a game-changer is taking center stage: generative AI. The post Introducing next-generation AI and Microsoft Dynamics 365 Copilot capabilities for ERP appeared first on Microsoft Dynamics 365 Blog.  ( 10 min )
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    MSDW Podcast: Why Esker built a new Dynamics 365 F&O connector
    This episode is sponsored by Esker . Integration a third-party solution with Dynamics 365 F&O remains a real challenge, and an ISV's architectural choices can make a bit difference for ERP customers weighing their options, especially as they plan... Read the full text.  ( 13 min )

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    Enhanced component properties
    We are happy to announce our new updates to our experimental enhanced component properties. As part of our effort to finalize this feature and make it ready for public preview, we’d like to solicit your feedback on these updates and the overall properties features. Improved UX and clearer concepts One of the main goals of…  ( 6 min )
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    bak file restore error : The backup set holds a backup of a database other than the existing ‘xxx’ database
    Recently I faced an issue when trying to restore a bak file . Though the option ‘Overwrite the existing database (with Replace)’ was selected during restore process, error was not resolved. Instead of executing the ‘Restore’ from database level, I … Continue reading →  ( 13 min )

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    Guest Access with Field Service Mobile: Introducing Tenant Switcher for Field Service Mobile
    Dynamics 365 has made this vendor onboarding process even easier with Wave 1 2023 by introducing Tenant Switcher for Field Service Mobile. The post Guest Access with Field Service Mobile: Introducing Tenant Switcher for Field Service Mobile appeared first on Microsoft Dynamics 365 Blog.  ( 6 min )
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    Project Operations in Dynamics 365 | Which Version to Deploy? (Video)
    Project Operations in Dynamics 365 | Which Version to Deploy? (Video) There are three different types of deployment for Project Operations in Dynamics 365. The right one for your company depends on your industry, your specific needs, and the other technologies you need Project Operations to connect with. Watch the video below to learn more about Dynamics 365 Project Operations:  Transcript below: Hello, my name... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 11 min )
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    Govern your business applications data with Microsoft Purview
    Today we are excited to announce the private preview of the Microsoft Purview integration with Microsoft Dataverse. Microsoft Purview Data Map will enable automated data discovery and sensitive data classification.  ( 6 min )
    Announcing General Availability for Power Platform Customer-managed key (CMK)
    We are excited to announce the General Availability for Power Platform Customer-managed key (CMK)! Microsoft Power Platform empowers you to do more with less by making it easier than ever to securely scale low-code adoption, increase organizational collaboration, and infuse AI and automation into all your business processes. Microsoft Power Platform comes with advanced risk and compliance…  ( 7 min )
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    Complete pack/unpack pack for RunBaseBatch adventure
    Usage We can use pack-unpack methods in RunBaseBatch classes and all its descendants to save and/or store the state of an object, and then later re-instantiate the same object. We need it, for example, to use the user's input for any batch job: some parameters can be used when a batch job is executed on the server.  Documentation Microsoft doc article is here. Quote: "A reinstantiated object is not the same object as the one that was saved. It is just an object of the same class whose members contain the same information."  You need to teleport your objects without a fly or other bugs. Case examples Basics Basic example of such a class is Tutorial_RunbaseBatch. TransDate transDate; CustAccount custAccount; #define.CurrentVersion(1) #localmacro.CurrentList …  ( 9 min )

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    What is Power BI Desktop & The flow of work in Power BI
    What is Power BI Desktop? Power BI Desktop is a powerful business intelligence tool developed by Microsoft. It is part of the Power BI suite, which includes other components like Power BI Service (cloud-based service) and Power BI Mobile (mobile app). Power BI Desktop allows users to create interactive visualizations, reports, and dashboards from various data sources. With Power BI Desktop, you can connect to a wide range of data sources such as databases, Excel files, CSV files, SharePoint lists, cloud services, and more. It provides a user-friendly interface for data transformation and modeling, allowing you to shape and clean your data before analysis. You can apply various transformations, such as filtering, merging, appending, and creating calculated columns. Power BI Desktop offe…  ( 32 min )
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    Migrate Data using Data templates in Microsoft Dynamics 365 finance and operations: Part-1
    Data templates in Dynamics 365 Finance and Operations can be a highly valuable tool for effectively managing configuration migration between environments or legal entities. When there is a need to transfer configuration from our primary Gold environment to another environment, ensuring consistency throughout the process can be challenging. However, this is where data templates come […]  ( 8 min )
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    Migrate Data using Data templates in Microsoft Dynamics 365 finance and operations: Part-1
    Data templates in Dynamics 365 Finance and Operations can be a highly valuable tool for effectively managing configuration migration between environments or legal entities. When there is a need to transfer configuration from our primary Gold environment to another environment, ensuring consistency throughout the process can be challenging. However, this is where data templates come […]  ( 8 min )

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    Fire up your mobile field service game: offline enhancements for a seamless user experience
    ‘Offline-first’ with the Dynamics 365 Field Service Mobile application offers many advantages for frontline workers. The offline-enabled application will allow frontline workers to perform functions while they are in the field, without depending on an internet connection. This keeps them productive even in environments without high quality network coverage, which can be a common problem in rural locations or even remote urban areas where network coverage is poor. In this blog post we will share details on recent enhancements to the Dynamics 365 ‘Offline-first’ as well as some new capabilities to help your organization debug customizations with the offline application. Let’s go! Wave 1 2023 enhancements With the release of Wave 1 2023, frontline workers will have a faster sync experience an…  ( 15 min )
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    Fire up your mobile field service game: offline enhancements for a seamless user experience
    The offline-enabled application will allow frontline workers to perform functions while they are in the field, without depending on an internet connection. This keeps them productive even in environments without high quality network coverage, which can be a common problem in rural locations or even remote urban areas where network coverage is poor. The post Fire up your mobile field service game: offline enhancements for a seamless user experience appeared first on Microsoft Dynamics 365 Blog.  ( 7 min )
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    Import attachments using PowerAutomate – D365FO
    In this blog , let us have a walkthrough of uploading the attachments to FO using PowerAutomate. This approach can be used in logic apps also. In my instance, the files uploaded in one drive are read and imported to … Continue reading →  ( 12 min )

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    Microsoft Dynamics Partner Roundup: AP integration; Advanced scheduling; Budgeting and forecasting; New partner
    In this week's Microsoft Dynamics Partner News Roundup: Repay integrates AP functionality into Microsoft Dynamics 365 Business Central Insight Works announces MxAPS 4.7 for Dynamics 365 Business Central: Advanced scheduling 365WineTrade and Solver... Read the full text.  ( 13 min )
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    Customize and access the improved Active Conversation form
    Customer service agents in a digital contact center interact with multiple customers daily through live chat, phone calls, and social media channels. During customer interactions, often they find themselves searching for relevant information on various screens or other systems, resulting in increased wait time for the end customer. Also, they want to quickly capture or update the information about their conversation, in real time without having to create or link a case to a conversation. Recent enhancements to the Active Conversation form allow agents to access and edit relevant information without any screen switching.   Now, agents have all the relevant information at their fingertips, so that they spend less time looking for information on different screens or systems and help customers…  ( 15 min )
    Customize the conversation table for your business needs
    Organizations in different industries need to visualize their customer interactions in different ways. With customized columns in the conversation table, organizations can enable agents to quickly summarize the purpose of the interaction, and they can associate conversations with leads. The ability to customize the conversation table improves agent productivity and creates positive customer outcomes.   Improve agent productivity and CSAT with conversation table customization  When agents converse with customers, the Active Conversation form helps capture the details of the interaction. And consequently, supervisors and other agents can easily understand it.  Ana is a customer service agent at Contoso who works tirelessly, juggling multiple customer problems over chat throughout the day. Af…  ( 15 min )
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    Customize and access the improved Active Conversation form
    Recent enhancements to the Active Conversation form allow agents to access and edit relevant information without any screen switching. The post Customize and access the improved Active Conversation form  appeared first on Microsoft Dynamics 365 Blog.  ( 7 min )
    Customize the conversation table for your business needs
    With custom columns in the conversation table, organizations can enable agents to quickly summarize interactions and associate conversations with leads. The post Customize the conversation table for your business needs  appeared first on Microsoft Dynamics 365 Blog.  ( 8 min )
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    Allocations in the Microsoft Sustainability Manager
    Visit the post for more.  ( 9 min )

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    Introducing an easier than ever experience to import data from Excel
    We are excited to announce the public preview of an easier than ever import from Excel experience. You can now upload your Excel files and turn them into full functional Dataverse tables as well as responsive canvas apps in a one-stop experience. Moreover, when Copilot is enabled, it will assist with your table creation by…  ( 7 min )
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    Improved D365FO Table Browser
    D365FO Table Browser is a utility form that shows the records from a D365FO table or view specified as the URL parameter. Since this form contains a regular grid showing the opened table records, users can search, filter and sort the data, export to Excel, […] The post Improved D365FO Table Browser appeared first on Docentric AX.  ( 39 min )
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    Accelerate support ramp-ups, handoffs, and wrap-ups with Copilot summarization
    Support agents often have to manage complex and lengthy conversations and cases. These require a lot of time and attention to understand and resolve. Wouldn’t it be great if there was a way to quickly get the gist of what’s going on without having to read through every single message or all the information linked to a case?  Now agents can use Copilot to ramp up fast. Copilot summarization automatically generates concise and informative summaries of conversations and cases in simple, intuitive natural language. Agents can read these summaries in seconds and get up to speed on the most important details.  Conversation summarization Conversation summarization is available for any digital messaging or voice conversation that involves a virtual agent handoff to live support, an agent consult, …  ( 15 min )
    Upgrade Project Service Automation to Project Operations
    Hello to the Project Service Automation (PSA) Community! Back in November 2022 we announced the availability of the second phase of Project Service Automation to Project Operations upgrade, making it possible to upgrade projects with up to 500 tasks.  If all projects in your environment contain 500 tasks or less, we strongly encourage you to start your upgrade process as soon as possible so you can take advantage of many new Project Operations features such as:  Integration with Project for the Web with many new advanced scheduling features Project Budgeting and Time-phased forecasting   Date Effective price overrides  Revision and Activation on Quotes    Material usage recording in projects and tasks  Subcontract Management  Advances and Retained-based contracts  Contract not-to-exceed  Task based billing  Multi-customer contracts  Learn more Curious to know details about the upgrade process? Please check this link and learn more about it!    Want to learn more about Project Operations? Check this link and navigate to our detailed documentation!  Want to try Project Operations? Click here and sign up for a 30 days trial!  Thank you The Microsoft Project Operations Product Team  The post Upgrade Project Service Automation to Project Operations appeared first on Microsoft Dynamics 365 Blog.  ( 14 min )
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    Accelerate support ramp-ups, handoffs, and wrap-ups with Copilot summarization
    Copilot summarization automatically generates concise and informative summaries of conversations and cases in simple, intuitive natural language. The post Accelerate support ramp-ups, handoffs, and wrap-ups with Copilot summarization  appeared first on Microsoft Dynamics 365 Blog.  ( 9 min )
    Upgrade Project Service Automation to Project Operations
    Back in November 2022 we announced the availability of the second phase of Project Service Automation to Project Operations upgrade, making it possible to upgrade projects with up to 500 tasks.  The post Upgrade Project Service Automation to Project Operations appeared first on Microsoft Dynamics 365 Blog.  ( 6 min )

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    7 Supply Chain Disruptions Solved by PLM-ERP Integration for Manufacturers
    7 Supply Chain Disruptions Solved by PLM-ERP Integration for Manufacturers This blog originally appeared here on To-Increase’s blog page.  As a manufacturing business, you could be utilizing PLM and ERP systems to manage and control different processes related to the engineering, designing, and transactions of your products. With both systems handling critical product data, not having them talk to each other puts you at risk... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 8 min )
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    Run Your Enterprise on Power Platform with New Enterprise Application Templates
    Today, we are announcing the Public Preview of the new enterprise application templates for Power Platform — a family of end-to-end solutions that simplify and automate core business processes for a range of common departmental use cases.  ( 8 min )
    Delegation improvements Async, UpdateIf, and miscellaneous functions
    We are excited to announce that several key delegation improvements will roll out this month that should improve your app’s performance and correctness and significantly reduce formula authoring confusion. Today, when you author a Power Fx query expression to get data, for instance a Filter, Power Apps will show a double blue underline to indicate…  ( 6 min )

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    Maximizing efficiency in Resource Scheduling: Prioritizing Locked Bookings
    In Resource Scheduling Optimization, dispatchers can lock existing scheduled bookings to Resource, Time or Time Range, or Resource and Time based on their scheduling scenarios. What are locked options and why are they needed? Once a booking is created, a lock can be set on the Scheduling Lock Options field in the Resource Scheduling Optimization tab of the Bookable Resource Booking record. There are 4 options: Lock to ‘Time Range’. A repair work order is scheduled for tomorrow and a confirmation sent to customer stating that a technician will be arriving between 9am to 12pm in the morning. In case if this repair work order needed to be rescheduled as part of rescheduling or re-optimization process, RSO will need to make sure estimated arrival time for this booking still between 9am to 12pm…  ( 15 min )
    Enhancing Seller Productivity: Customize Viva Sales Forms
    In today’s competitive business landscape, maximizing the value sellers derive from sales tools is paramount. One key aspect of achieving this is the ability for customers to customize Viva Sales forms, enabling them to have the right business information at the right time. This blog post explores how the latest Viva Sales update empowers administrators to add relevant out-of-the-box or custom entities to enhance the Viva Sales experience, so sellers can reduce context switching across applications and instead focus on building stronger relationships with their customers to close deals faster.  We have integrated Viva Sales settings with the underlying CRM app, offering a more cohesive admin experience. When adding a new entity to Viva Sales, administrators now have the option to select an…  ( 15 min )
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    Maximizing efficiency in Resource Scheduling: Prioritizing Locked Bookings
    With the improved logic for locked bookings shipped along RSO 3.4.0.8, RSO will ALWAYS include locked bookings in the new proposed schedules, and schedule other bookings around. The post Maximizing efficiency in Resource Scheduling: Prioritizing Locked Bookings appeared first on Microsoft Dynamics 365 Blog.  ( 8 min )
    Enhancing Seller Productivity: Customize Viva Sales Forms
    In today's competitive business landscape, maximizing the value sellers derive from sales tools is paramount. The post Enhancing Seller Productivity: Customize Viva Sales Forms  appeared first on Microsoft Dynamics 365 Blog.  ( 8 min )
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    Update Your Dates & Voucher Numbers With Excel in D365 Finance & Operations
    Update Your Dates & Voucher Numbers With Excel in D365 Finance & Operations When using the “open lines in Excel” function in Dynamics 365 Finance & Operations, the system provides one voucher number for the entire entry, no matter if you have 10 lines or 1000 lines. That can create a problem for clients who would like to use this feature for uploading credit card transactions from their... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 5 min )
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    Announcing General Availability of wrap for Power Apps wizard
    We are pleased to announce the General Availability of wrap for Power Apps wizard that can turn your canvas apps into mobile apps for Android and iOS in a few simple steps! Makers can use wrap wizard to create secure, custom-branded, standalone Android and iOS enterprise native mobile apps and distribute them through the app stores or…  ( 6 min )
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    Delete journal performance using Batch – Feature – 10.0.34
    In Dynamics 365 Finance version 10.0.34, a new feature Delete journal performance using batch is available. This feature allows the delete process to be scheduled. This lets users to continue other work instead of waiting for the delete processing to complete. To … Continue reading →  ( 12 min )

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    A report on Global State of Customer Service Sophistication
    With a growing alignment between customer service and brand loyalty, companies recognize the increasing complexity and consequence of the service relationship. Those looking to evolve service delivery have sought new tools and technologies to improve the experience for both the customer and the employee. This includes everything from omnichannel engagement to self-service, automation, and AI-enabled technologies that can assist agents in faster resolution and increase customer satisfaction. But where should they start? To answer that question, Microsoft developed a service sophistication model that helps organizations assess their current service level and get guidance on evolving to the next level or beyond. Based on the aggregated responses from the assessment since its launch, we now ha…  ( 15 min )
    Accelerate Warehouse management implementation with new pain-free experience
    Introduction: In this blogpost we are going to dive into the exciting features and capabilities of  2023 release wave 1  for the Warehouse Management module. Get ready for a sneak preview of the cutting-edge features that will revolutionize the implementation experience and streamline your warehouse operations. In this release, we’re thrilled to showcase several major themes that will take your warehouse management to new heights. From label printing enhancements to a modernized user experience for setting up your warehouse, and even innovative methods for importing data while maintaining configuration, this release is packed with game-changing improvements. Let’s dive in and uncover the possibilities that lie ahead in the world of warehouse management. Warehouse groups Warehouse groups ar…  ( 19 min )
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    A report on Global State of Customer Service Sophistication
    With a growing alignment between customer service and brand loyalty, companies recognize the growing complexity and consequence of the service relationship. Those looking to bridge the divide have sought new tools and technologies to help evolve service delivery for both the customer and the employee. The post A report on Global State of Customer Service Sophistication appeared first on Microsoft Dynamics 365 Blog.  ( 8 min )
    Accelerate Warehouse management implementation with new pain-free experience
    In this release, we're thrilled to showcase several major themes that will take your warehouse management to new heights. From label printing enhancements to a modernized user experience for setting up your warehouse, and even innovative methods for importing data while maintaining configuration, this release is packed with game-changing improvements. The post Accelerate Warehouse management implementation with new pain-free experience appeared first on Microsoft Dynamics 365 Blog.  ( 12 min )
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    How To Use A D365 Data Entity
    In the last couple articles, you learned what a data entity is, and how to create one. Now, learn how to test and use a D365 data entity to read or write data in Microsoft Dynamics 365 for Finance and Operations. Review Before showing you the steps to use a D365 Data Entity, as a... Continue Reading → The post How To Use A D365 Data Entity appeared first on Dynamics 365 Musings.  ( 15 min )
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    May 2023 updates for modernization in Power Apps
    Note: This blog is in continuation of the announcement of modern controls coming to canvas apps & new look for model driven apps. We thank our community and users for the active engagement on the journey to modernize Power Apps. This blog outlines the modernization updates we rolled out or are rolling out on both…  ( 7 min )
    New Power Apps home page now in public preview
    Our latest update features a modern design that offers an intuitive and user-friendly experience. The new layout showcases the latest AI Copilot app creation flow, plus simplified “Start from” options, making it easier than ever for you to start creating apps to solve your business needs.  Key improvements to the new home page include:  A…  ( 6 min )
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    Supply risk Assessment in Microsoft Dynamics 365 finance and operations
    Microsoft Dynamics 365 Supply Chain Management offers a comprehensive Supply Risk Assessment feature that enables organizations to identify potential risks in the supply chain. By utilizing this feature, businesses can take proactive measures to prevent disruptions and maintain smooth operations. The Supply Risk Assessment workspace, in conjunction with supplier performance and risk analysis reports, empowers […]  ( 8 min )
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    Supply risk Assessment in Microsoft Dynamics 365 finance and operations
    Microsoft Dynamics 365 Supply Chain Management offers a comprehensive Supply Risk Assessment feature that enables organizations to identify potential risks in the supply chain. By utilizing this feature, businesses can take proactive measures to prevent disruptions and maintain smooth operations. The Supply Risk Assessment workspace, in conjunction with supplier performance and risk analysis reports, empowers […]  ( 8 min )

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    Tax Configuration Setup in D365 Finance & Operations
    Requirement In the previous blog where we learned how to Import Tax (India GST) from Electronic Reporting. After Importing the Tax (India GST) from Electronic Reporting it is required to do the Tax setup in the Tax module of D365 Finance & O...(read more)  ( 13 min )

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    Boost your productivity with timeline enhancements
    Users across Power Apps and Dynamics 365 apps rely on the timeline to quickly understand the history of a record, such as an account or a case. The timeline captures notes, appointments, emails, phone calls, and tasks in a single place to ensure that all customer interactions are tracked and visible over time.  We are excited to share the latest enhancements in the timeline control. Layout personalization and persistent filters to inline attachment and transcript views are designed to boost user personalization and productivity.  Personalize your timeline Pick your layout density We are introducing two different layouts to control the density of the timeline:   Roomy: The roomy layout provides more space between and inside the activity cards and shows activity-specific cards and the comman…  ( 14 min )
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    Boost your productivity with timeline enhancements
    Layout personalization and persistent filters to inline attachment and transcript views are designed to boost user personalization and productivity. The post Boost your productivity with timeline enhancements appeared first on Microsoft Dynamics 365 Blog.  ( 7 min )

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    Microsoft Dynamics Partner Roundup: Payment processing; Shipping; Industry update
    In this week's Microsoft Dynamics Partner News Roundup: Fujitsu and Microsoft announce global partnership to enable 'sustainability transformation' Bluefort launches free payment collection automation platform for Dynamics 365 Now available globally... Read the full text.  ( 13 min )
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    Chevron Leads the Way in Citizen Development by Extending Data Lake Accessibility with Microsoft Dataverse
    Chevron has been at the forefront of the energy industry for more than 140 years, and while there are many factors contributing to this success, it’s clear the ingenuity and creativity of its people continuously pave the way for innovation. The global company has always empowered its workforce to solve business challenges. A solid example…  ( 9 min )
    What’s new: Power Apps May 2023 Feature Update
    Welcome to the Power Apps monthly feature update! We will use this blog to share a summary of product, community, and learning updates from throughout the month so you can access it in one easy place. A variety of new and highly anticipated features are now available which we are very excited to share for Copilot, Tenant Isolation and the new device preview for makers.  ( 11 min )
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    Download live PDF release plans on demand
    Thanks to a recent upgrade of Microsoft Learn, you can now get an up-to-the-minute PDF version of release plans for Dynamics 365, Power Platform, and Cloud for Industry anytime you like, in any language we publish. Previously, you had to wait for us to create PDF files to share the release plans with your team, clients, or partners. And since we created PDFs just once a month, they were often out of sync with the published release plans. Our localized PDFs were even more tardy. Custom PDFs will be retired In the next two weeks, we’ll retire the custom PDF files we’ve been creating every month. After that, any links to PDFs on the release wave landing pages will redirect to the automated PDF option so that you have the most up-to-date information available. How to get live PDF release plans…  ( 14 min )
    5 ways Copilot in Viva Sales takes seller productivity to the next level
    AI-powered experiences are changing the game of what’s possible for sellers, and generative AI with Copilot is here to assist sellers do their best work. Copilot in Viva Sales is quickly evolving and adding new features and experiences to make sellers’ lives better. The tools are there to help offload and automate those mundane sales activities, allowing a seller to spend more time with prospects and engaging customers at the right moment in the sales cycle. With email remaining a key channel in day-to-day interactions the recently announced General Availability of email features have received great feedback from salespeople helping them save time when connecting with customers. Let’s look at 5 ways Copilot in Viva Sales takes seller productivity to the next level: Use Copilot in Viva Sal…  ( 17 min )
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    Download live PDF release plans on demand
    Thanks to a recent upgrade of the Microsoft Learn platform, you can now get an up-to-the-minute PDF version of release plans for Dynamics 365, Power Platform, and Cloud for Industry on demand. The post Download live PDF release plans on demand appeared first on Microsoft Dynamics 365 Blog.  ( 7 min )
    5 ways Copilot in Viva Sales takes seller productivity to the next level
    AI-powered experiences are changing the game of what’s possible for sellers, and generative AI with Copilot is here to assist sellers do their best work. The post 5 ways Copilot in Viva Sales takes seller productivity to the next level appeared first on Microsoft Dynamics 365 Blog.  ( 11 min )

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    Dynamics GP Canadian Payroll July 2023 Tax Update
    Dynamics GP Canadian Payroll July 2023 Tax Update A July tax update for Dynamics GP Canadian payroll users has been announced. All the details have not yet been released, but read below for the information available so far. Keep in mind that this information is subject to change, and this article will be updated as new information becomes available. Mid-Year Tax Update for... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 4 min )
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    Collection Process automation in Microsoft Dynamics 365 finance and operations
    Announcement I am thrilled to announce that after several years of writing blogs to share my expertise in Dynamics 365 Finance and Operations with the community, I am ready to embrace a new approach. As technology rapidly evolves, I am motivated to adapt my knowledge-sharing methods beyond the confines of traditional blogging. While it is […]  ( 9 min )
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    Collection Process automation in Microsoft Dynamics 365 finance and operations
    Announcement I am thrilled to announce that after several years of writing blogs to share my expertise in Dynamics 365 Finance and Operations with the community, I am ready to embrace a new approach. As technology rapidly evolves, I am motivated to adapt my knowledge-sharing methods beyond the confines of traditional blogging. While it is […]  ( 9 min )
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    Microsoft Syntex & D365 Document Handling
    Visit the post for more.  ( 9 min )

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    Introducing extended planning and analytics for Dynamics 365 Finance
    In an era marked by increasing interest rates, high inflation, and economic uncertainty, empowering CFOs with financial planning tools and data analytics (FP&A) has become essential. These resources aid decision-making by providing comprehensive financial analysis, forecasting, and budgeting capabilities helping organizations to consolidate and analyze financial data, and create accurate financial models. At Microsoft, we are dedicated to delivering advanced FP&A solutions that seamlessly integrate innovative new features with traditional capabilities, empowering CFOs with impactful tools tailored for the modern era. Our objective is to usher in a new generation of planning capabilities for CFOs by unifying data across business processes, delivering near real-time insights to anticipate th…  ( 16 min )
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    Introducing extended planning and analytics for Dynamics 365 Finance
    Microsoft is introducing a fully developed, customer-ready extended planning and analytics solution (xP&A). Our solution provides Microsoft Dynamics 365 Finance customers with user-friendly and rapidly deployable modern xP&A capabilities. The post Introducing extended planning and analytics for Dynamics 365 Finance appeared first on Microsoft Dynamics 365 Blog.  ( 9 min )
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    Dynamics 365 Business Central Extensions: How to Download & Install Them
    Dynamics 365 Business Central Extensions: How to Download & Install Them There are many different Dynamics 365 Business Central extensions, also known as apps, that you can download and install to add functionality to your ERP. Follow the simple steps below to see how to download and install extensions in Business Central. Important Notes You and your Dynamics Partner should review potential extensions to determine what fits best... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 4 min )
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    Default accounting structure on budget register line in Microsoft Dynamics 365 finance and operations
    This blog is about new feature which is available for us on budgeting module in D365 on enhancing experience on creating budget register line and populate default account structure based on Main account selected on the line. Pre-Requites: Enable feature from feature management. Now lets see how it works: Before enabling feature budget register entry: […]  ( 8 min )
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    Default accounting structure on budget register line in Microsoft Dynamics 365 finance and operations
    This blog is about new feature which is available for us on budgeting module in D365 on enhancing experience on creating budget register line and populate default account structure based on Main account selected on the line. Pre-Requites: Enable feature from feature management. Now lets see how it works: Before enabling feature budget register entry: […]  ( 8 min )
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    More power with pipelines in Power Platform
    It has been amazing to see how pipelines in Power Platform have been used over the past few months since the general availability (GA) release in March, saving companies like Lumen time and providing more accessibility to ALM. We are excited to announce that new features are now available in Pipelines! In this blog post, we’ll be going through the latest updates to the Pipelines experience and guiding you through the steps to making your deployments even more seamless than before.  ( 7 min )
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    It’s Time to Increment Dynamics 365 to Version 11: A Focus on Dataverse and CoPilot Innovations
    In the evolving world of business applications, Microsoft Dynamics 365 has consistently played a pivotal role in empowering organizations to drive digital transformation. With a rich history of releases, each version of Dynamics 365 has brought about significant enhancements and introduced innovative features to streamline operations, improve customer engagements, and accelerate business growth. As we … Continue reading It’s Time to Increment Dynamics 365 to Version 11: A Focus on Dataverse and CoPilot Innovations  ( 11 min )

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    Audit Expense reports/purchase orders with specific keywords using Audit workbench policies in Microsoft dynamics 365 finance and operations: Part-4
    This is the part-4 of this blog series. You can read previous blogs here: Part-1, Part-2 and Part-3 Now in this blog I will talk about the next query type which is “Keyword search”. Evaluate source documents to determine whether they contain certain words. When you select this option, enter the words to look for […]  ( 9 min )
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    Audit Expense reports/purchase orders with specific keywords using Audit workbench policies in Microsoft dynamics 365 finance and operations: Part-4
    This is the part-4 of this blog series. You can read previous blogs here: Part-1, Part-2 and Part-3 Now in this blog I will talk about the next query type which is “Keyword search”. Evaluate source documents to determine whether they contain certain words. When you select this option, enter the words to look for […]  ( 9 min )
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    Update ItemCoverage using OData – Limitation & Workaround – D365FO
    Updating existing data using Odata is not a new ask in any integration. Most of the entities which are exposed in D365FO would not have any issues during update. I`ve posted the CRUD operations for the entities here Update for … Continue reading →  ( 13 min )

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    Identify/monitor high value/volume Purchase/expense lines using Audit workbench policies in Microsoft dynamics 365 finance and operations: Part-3
    This the part-3 of the Audit workbench policy configuration in Microsoft dynamics 365 finance and operations. Part-1 and Part-2 In this blog I will talk about another query type “Sampling” and how it can be used for Aduit purpose. Sampling:  Randomly select a specified percentage of the source documents to evaluate for policy violations. When […]  ( 9 min )
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    Identify/monitor high value/volume Purchase/expense lines using Audit workbench policies in Microsoft dynamics 365 finance and operations: Part-3
    This the part-3 of the Audit workbench policy configuration in Microsoft dynamics 365 finance and operations. Part-1 and Part-2 In this blog I will talk about another query type “Sampling” and how it can be used for Aduit purpose. Sampling:  Randomly select a specified percentage of the source documents to evaluate for policy violations. When […]  ( 9 min )
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    Power BI Introduction
    Introduction Power BI Microsoft Power BI is a powerful and popular business intelligence and data visualization tool or suite developed by Microsoft. It enables users to transform raw data from various sources like Excel, SQL, OData, etc… into interactive and visually appealing dashboards, BI reports, and data visualizations. Power BI offers a range of features and functionalities that make it easier for individuals and organizations to analyze, explore, and share insights from their data. Tableau was considered one of the leading tools in the business intelligence world, but after introduced power BI by Microsoft, Power BI became more popular, this was due to its easiness of development and close integration with the Microsoft Office suite.  Key Components of Power BI: 1. Power BI Desktop…  ( 33 min )

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    Identify high spenders expense lines using Audit workbench policies in Microsoft dynamics 365 finance and operations: Part-2
    This is the next part of Audit workbench module and its policies. In the previous part we discussed about “Duplicate” query type. If you have not read the previous part, you can read here: Part-1 Now in this blog we will discuss about “Aggregate” query type using the audit policies. Aggregate Query Evaluate multiple source […]  ( 9 min )
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    Identify high spenders expense lines using Audit workbench policies in Microsoft dynamics 365 finance and operations: Part-2
    This is the next part of Audit workbench module and its policies. In the previous part we discussed about “Duplicate” query type. If you have not read the previous part, you can read here: Part-1 Now in this blog we will discuss about “Aggregate” query type using the audit policies. Aggregate Query Evaluate multiple source […]  ( 9 min )
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    Cascade Delete Action in Dynamics 365 FO
    When a Delete Action comes into the picture? Normally delete actions come into the picture when a user is trying to delete a database record. Delete actions are used to maintain the data integrity and consistency of the database. At the time of development, a developer must take care of the delete actions to implement in the project. In Dynamics 365 Finance and Operations (D365 FO), the delete action refers to the deletion of a record from a table in the database. When a record is deleted, it is permanently removed from the system and cannot be recovered. Therefore, it is important to exercise caution when performing this action and ensure that it is necessary and appropriate to do so. In D365 FO, the Deleted action can be performed using various methods, including: Using the "Delete" …  ( 34 min )
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    Boost your productivity with timeline enhancements
    Layout personalization and persistent filters to inline attachment and transcript views are designed to boost user personalization and productivity. The post Boost your productivity with timeline enhancements appeared first on Microsoft Dynamics 365 Blog.  ( 7 min )

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    Tax engine import configuration in D365 Finance & Operations
    Business Requirement To configure the GST Setup for Indian Legal entity in new Sandbox Environment where there is blank in Tax configuration under Electronic Reporting workspace.  Note: The Tax engine functionality is only available for l...(read more)  ( 13 min )

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    Microsoft Annual Maintenance Renewal – FAQs
    Microsoft Annual Maintenance Renewal – FAQs In this article we will discuss the annual Microsoft maintenance and support plan and the frequently asked questions we get from our clients. 1. What is this annual maintenance & support plan we pay for each year? “Your Microsoft Dynamics Enhancement Plan service plan is what you need to stay compliant, competitive, and thrive in... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 5 min )
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    Introduction to Over/Under tolerance feature during goods in transit process
    Microsoft Dynamics 365 F&O Supply Chain Management is a powerful enterprise resource planning (ERP) system that offers a range of modules to help businesses manage their operations. One of the modules available is the landed cost module, which helps businesses to calculate the total cost of a product, including all the additional costs incurred when importing goods from overseas. One of the key functions of the landed cost module is the over and under delivery tolerance function, which helps businesses to manage their costs and avoid unexpected expenses. The post Introduction to Over/Under tolerance feature during goods in transit process appeared first on Microsoft Dynamics 365 Blog.  ( 10 min )
    Winning sales sequences: A/B testing guide
    In the Sales world, business success is often dependent upon effective communication with customers. The post Winning sales sequences: A/B testing guide appeared first on Microsoft Dynamics 365 Blog.  ( 9 min )
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    Introduction to Over/Under tolerance feature during goods in transit process
    Introduction:Microsoft Dynamics 365 F&O Supply Chain Management is a powerful enterprise resource planning (ERP) system that offers a range of modules to help businesses manage their operations. One of the modules available is the landed cost mod...(read more)  ( 12 min )
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    Introduction to Over/Under tolerance feature during goods in transit process
    Introduction:Microsoft Dynamics 365 F&O Supply Chain Management is a powerful enterprise resource planning (ERP) system that offers a range of modules to help businesses manage their operations. O...(read more)  ( 15 min )
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    Batch Job errors in D365FO: How they can ruin the performance and how to fix them
    The blog post describes how D365FO batch framework handle errors and what kind of problems it may cause  ( 4 min )

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    Improve Labelling processes with new enhanced capabilities
    Introduction Effective labelling processes and configuration play a crucial role in optimizing warehouse operations. There are several reasons why accurate labelling and configuration are important. Firstly, proper labelling and configuration enhance efficiency in a warehouse. When items are labelled and organized accurately, warehouse staff can quickly locate and identify products, reducing the time spent searching for items and ultimately boosting productivity. Furthermore, clear and accurate labelling also reduces the likelihood of picking or shipping errors, which can lead to improved customer satisfaction and decreased costs associated with returns and corrections. Lastly, proper labelling and configuration contribute to safety and compliance in a warehouse. By adhering to regulations…  ( 15 min )
    Transform your customer support organization with copilot AI in 30 days
    With the preview of Copilot in Dynamics 365 Customer Service, it’s easy to bring next-generation AI to your customer support organization. Enable Copilot so your agents can start benefiting from these capabilities today:  Chat with Copilot. Agents can diagnose customer problems and find solutions with Copilot-assisted search of internal knowledge bases.  Generate live conversation responses. Built-in generative AI suggests appropriate responses faster than agents can type. Agents can handle more cases in less time regardless of how a customer reaches out for support.  Send expertly crafted emails. Agents can use predefined and custom prompts to create relevant and personalized email responses in seconds.  View the Copilot case summary. Agents can view a summary of case highlights on the de…  ( 16 min )
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    Improve Labelling processes with new enhanced capabilities
    Effective labelling processes and configuration play a crucial role in optimizing warehouse operations. There are several reasons why accurate labelling and configuration are important, as highlighted below. The post Improve Labelling processes with new enhanced capabilities appeared first on Microsoft Dynamics 365 Blog.  ( 8 min )
    Transform your customer support organization with copilot AI in 30 days
    With the preview of Copilot in Dynamics 365 Customer Service, it's easy to bring next-generation AI to your customer support organization. The post Transform your customer support organization with copilot AI in 30 days appeared first on Microsoft Dynamics 365 Blog.  ( 10 min )
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    Top 9 Reasons to Stay Current on Dynamics GP
    Top 9 Reasons to Stay Current on Dynamics GP Here are the top 9 reasons why it’s important to remain current on Dynamics GP. To ensure that you are current on Dynamics GP, you need to upgrade to the latest version if you are still using an old version. After upgrading to the latest version, you must keep up with at least one of... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 6 min )
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    Microsoft BizApps Deutschland Podcast #13
    [German language podcast] Im Rahmen der DynamicsMinds Konferenz in Slowenien hatten wir die Möglichkeit mit Georg Glantschnig, dem Microsoft Vice … Continue reading →  ( 9 min )
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    Identify duplicate invoices using Audit workbench policies in Microsoft dynamics 365 finance and operations: Part-1
    In today’s blog post, we will discuss a highly significant and often overlooked feature in D365 that can provide a significant level of control for various types of documents. By leveraging audit policies, you gain the ability to evaluate expense reports, vendor invoices, and purchase orders, ensuring their compliance with policy rules that you define. […]  ( 9 min )
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    Identify duplicate invoices using Audit workbench policies in Microsoft dynamics 365 finance and operations: Part-1
    In today’s blog post, we will discuss a highly significant and often overlooked feature in D365 that can provide a significant level of control for various types of documents. By leveraging audit policies, you gain the ability to evaluate expense reports, vendor invoices, and purchase orders, ensuring their compliance with policy rules that you define. […]  ( 9 min )

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    New Dataverse enhancements and AI-powered productivity with Microsoft 365 Copilot
    At Microsoft Build 2023, we’re announcing new AI, low code, and data management capabilities that enable our Dynamics 365 customers to complete time-consuming tasks faster and gain more insights from their business data. We’re also introducing enhancements to Dataverse, our smart, secure, scalable, low-code data platform that 97% of Fortune 500 companies rely on. Together, these updates make it easier than ever for organizations to extend their Dynamics 365 enterprise applications and business processes across the Microsoft Cloud securely and compliantly. Unlock AI-enhanced productivity with your Dynamics 365 data Two months ago, we announced Microsoft 365 Copilot, a revolutionary new way of working that uses AI to enable users to get answers and perform tasks using natural language pr…  ( 18 min )
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    New Dataverse enhancements and AI-powered productivity with Microsoft 365 Copilot
    At Microsoft Build 2023, we're announcing new AI, low code, and data management capabilities that enable our Dynamics 365 customers to complete time-consuming tasks faster and gain more insights from their business data. The post New Dataverse enhancements and AI-powered productivity with Microsoft 365 Copilot appeared first on Microsoft Dynamics 365 Blog.  ( 11 min )
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    Safely hyperscale low-code apps with ease using Microsoft Dataverse
    Microsoft Dataverse is saving development teams time and money by accelerating data-driven application development and streamlining data insights on an enterprise-grade low code data platform you can trust.  ( 11 min )
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    Walk through all tables and fields
    Job to walk through all tables and fields and check where specific EDTs are used: using Microsoft.Dynamics.AX.Metadata.MetaModel; class VKTest {     Map     edtMap;     List    edtList;     str     edtListText;     str     fieldListText;     public static void main(Args _args)     {         VKTest vkTest = new VKTest();         vkTest.buildEDTList();         vkTest.tableList2();         vkTest.outputResults();         Info('Done');     }     public void outputResults()     {         Info(edtListText);         Info(fieldListText);     }     public void buildEDTList()     {         DictType    dictType = new DictType(extendedTypeNum(WeightBase));         edtList = dictType.extendedBy(true);         //Info(strFmt("EDT count: %1", edtList.elements()));         edtMap = new Map(Type…  ( 2 min )

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    Dynamics 365 Field Service Mobile: New multi-image attachment feature and tips to get the most out of Inspections
    We’re excited to share some fantastic news for Android users who use Inspection in Dynamics 365 Field Service: you can now easily select multiple pictures for upload during Inspections! This is especially useful where users are capturing photos during a work execution, and it works even in offline scenarios. Previously, only iOS could select and upload multiple photos at once, but now, Android users can do the same. This new feature is designed to speed up the Inspection process by allowing users to select multiple images at once, making it possible to upload all pictures in one go. Here’s how to use the feature: Navigate to an Inspection in Field Service Mobile, find a question that accepts files and hit “Choose file(s)” In your Android device’s file viewer, tap to highlight multiple file…  ( 15 min )
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    Dynamics 365 Field Service Mobile: New multi-image attachment feature and tips to get the most out of Inspections
    You can now easily select multiple pictures for upload during Inspections! The post Dynamics 365 Field Service Mobile: New multi-image attachment feature and tips to get the most out of Inspections appeared first on Microsoft Dynamics 365 Blog.  ( 9 min )
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    Power Apps is empowering coders with next-generation AI capabilities
    Every year at Microsoft Build, Microsoft returns to its roots and puts developers at center stage. This year, Microsoft Power Apps is announcing a powerful set of next-generation AI capabilities and developer-focused features that improve productivity for all developers—including those who code.  ( 10 min )
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    [Return to customer] Disposition code for sales return order in Microsoft Dynamics 365 finance and operations: Part-4
    This is the part-4 of this blog series where I am going to explain about the next disposition code “Return to customer”. If you have not read previous blogs, you can read here: Part-1, Part-2, Part-3 Return to customer disposition code: In this scenario item which customer wants to return is sent back to customer […]  ( 9 min )
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    [Return to customer] Disposition code for sales return order in Microsoft Dynamics 365 finance and operations: Part-4
    This is the part-4 of this blog series where I am going to explain about the next disposition code “Return to customer”. If you have not read previous blogs, you can read here: Part-1, Part-2, Part-3 Return to customer disposition code: In this scenario item which customer wants to return is sent back to customer […]  ( 9 min )

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    Account structure activation performance enhancement
    Introduction   Account structures in Dynamics 365 Finance use a main account and financial dimensions to create a set of rules that determine the order and allowed values when entering account numbers in transactions. Once an account structure is defined, it must be activated. Historically, the account structure activation process has been time consuming. It was also difficult to view the activation progress or to view any errors with the new configuration. If an account structure configuration change caused an error, a user could not find the root error message on the account structure page, but rather needed to dig through batch job logs to find the error message to understand the problem with the new account structure configuration.   Feature details   In order to solve these problems, …  ( 13 min )
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    Account structure activation performance enhancement
    Introduction   Account structures in Dynamics 365 Finance use a main account and financial dimensions to create a set of rules that determine the order and allowed values when entering account numbers in transactions. Once an account structure is defined, it must be activated. Historically, the account structure activation process has been time consuming. It wasRead more The post Account structure activation performance enhancement  appeared first on Microsoft Dynamics 365 Blog.  ( 7 min )

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    [Scrap and Replace] Disposition code for sales return order in Microsoft Dynamics 365 finance and operations: Part-3
    This is the Part-3 of this Disposition code for sales return order. You can view Part-1 and Part-2 Here. Now in this part I am going to talk about next disposition action which is Scrap and Replace, This disposition code allows us to give replacement to the customer against the return order. We can replace […]  ( 9 min )
    [Scrap] Disposition code for sales return order in Microsoft Dynamics 365 finance and operations: Part-2
    This is the Part-2 of the sales return order series where we are talking about disposition codes and its impact on inventory and financials. If you have not visited Part-1, the click here to read. Now in this blog we are going to talk about Disposition Action Scrap: As per this disposition action we must […]  ( 9 min )
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    [Scrap and Replace] Disposition code for sales return order in Microsoft Dynamics 365 finance and operations: Part-3
    This is the Part-3 of this Disposition code for sales return order. You can view Part-1 and Part-2 Here. Now in this part I am going to talk about next disposition action which is Scrap and Replace, This disposition code allows us to give replacement to the customer against the return order. We can replace […]  ( 9 min )
    [Scrap] Disposition code for sales return order in Microsoft Dynamics 365 finance and operations: Part-2
    This is the Part-2 of the sales return order series where we are talking about disposition codes and its impact on inventory and financials. If you have not visited Part-1, the click here to read. Now in this blog we are going to talk about Disposition Action Scrap: As per this disposition action we must […]  ( 9 min )

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    JSON Export in DIXF – D365FO
    There are pre-defined datasource formats in F&O – XML, CSV, Excel etc. But there is no option of exporting the data as JSON using DIXF. Using this GitHub extension which convers xml to json, it is possible to achieve this. Download the file from github here As we are using XML as the source format … … Continue reading →  ( 12 min )

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    Cross-company data sharing – D365F&O
    In D365F&O, if there are more than one legal entity ,there may be scenarios where both companies use the same set of data and they always need to be synchronized(CUD operations). For example, if both companies use the same list … Continue reading →  ( 14 min )

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    DO YOU KNOW … How to calculate the NPV of a project in D365ProjectOperations?
    Visit the post for more.  ( 9 min )
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    Vendor Collaboration Setup
    Introduction Vendor Collaboration functionality enables vendor to view the Request for Quotations (RFQ) and Purchase Orders (POs) created by organization. Vendor can directly participate in the RFQ bid raised by company and review and accept the POs....(read more)  ( 13 min )
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    Split recurring contract billing across multiple customers
    A key component of the Subscription billing feature is the Recurring contract billing module. Recurring contract billing allows customers to manage their recurring billing contracts through billing schedules which contain the financial details of a contract. Recurring billing contracts can be managed across one or many customers based on how a contract is drafted. The new feature Customer split allows Dynamics 365 Finance users to split billing schedules across multiple customers based on a percentage of the invoice. This feature reduces the risk of incorrect billing, as a single billing schedule can manage the billing for all customers that are to be billed. What is Customer Split Customer split allows a single billing schedule to be billed across multiple customers. For example, let's co…  ( 14 min )
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    Split recurring contract billing across multiple customers
    The new feature Customer split allows Dynamics 365 Finance users to split billing schedules across multiple customers based on a percentage of the invoice. The post Split recurring contract billing across multiple customers  appeared first on Microsoft Dynamics 365 Blog.  ( 8 min )

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    How to Secure Form Fields Populated By Data Methods in D365FO
    I have written in the past about using field level security to help secure sensitive information within your D365FO environment, but what if the field you want to secure doesn’t correlate directly to a SQL table field and instead is populated by a data method? Let’s see how you can still secure this!   Scenario […] The post How to Secure Form Fields Populated By Data Methods in D365FO appeared first on Alex Meyer.  ( 14 min )
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    A Million Moments of Gratitude: Celebrating Our Milestone Together
    As I sit down to pen this message today, my heart brims with a sense of joy and humility. Why, you may wonder? I’ve just crossed an incredible milestone that I scarcely dared to dream of when we embarked on this journey. My blog, my shared space of learning and exchange, is right now surpassing … Continue reading A Million Moments of Gratitude: Celebrating Our Milestone Together  ( 10 min )
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    Vendor Collaboration: Scheduling the PO auto-confirmation batch job
    1. Business Requirement In the vendor collaboration feature organization wants to PO auto-confirm when the vendor accepts the Purchase Order from its portal without any amendment so the organization does need not to confirm manually. This functi...(read more)  ( 13 min )
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    Announcing Public Preview of canvas built-in offline
    We are pleased to announce the Public Preview of the canvas offline feature for mobile application on iOS, Android and Windows devices. With this experimental feature, you can easily enable your Dataverse-centric canvas Power Apps for offline scenarios with simple switches and a simple canvas control. There is no need to use Power Fx SaveData/LoadData…  ( 7 min )
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    Delete Actions in D365 FO
    When a Delete Action comes into the picture? Normally delete actions come in to picture when a user is trying to delete a database record. Delete actions are used to maintain the data integrity and consistency of the database. At the time of development, a developer has to take care of the delete actions to implement in the project. Then"How is the database consistency maintained?". In Dynamics 365 Finance and Operations (D365 FO), the "Deleted" action refers to the deletion of a record from a table in the database. When a record is deleted, it is permanently removed from the system and cannot be recovered. Therefore, it is important to exercise caution when performing this action and ensure that it is necessary and appropriate to do so. In D365 FO, the Deleted action can be performed u…  ( 35 min )

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    Disposition code for sales order in Microsoft Dynamics 365 finance and operations: Part-1
    In this blog series we will see how sale return works, what is importance or disposition code from finance and inventory. Disposition Action: For each disposition code that you define, you must select a disposition action. The disposition action determines the physical and financial implications of the disposition codes. For example, the disposition action determines […]  ( 9 min )
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    Disposition code for sales order in Microsoft Dynamics 365 finance and operations: Part-1
    In this blog series we will see how sale return works, what is importance or disposition code from finance and inventory. Disposition Action: For each disposition code that you define, you must select a disposition action. The disposition action determines the physical and financial implications of the disposition codes. For example, the disposition action determines […]  ( 9 min )

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    Status-Driven Success: Managing Your Work Order Lifecycle through Statuses – Part 1
    One aspect of Dynamics 365 Field Service’s adaptability lies in the flexibility of its ‘status’ functionality, driving a meaningful work order lifecycle tailored to each organization. Field Service helps manage work orders and bookings across diverse use cases. This blog series explores critical status concepts:  System Status and Substatus for Work Orders  Booking Status and Field Service Status for Bookings  Booking Status Impact on Work Orders Across Single and Multi-Booking Scenarios  Grasping these concepts allows organizations to leverage the solution’s functionality, optimize field service processes, and ultimately provide better customer service.  This blog will expand upon many of the concepts discussed in the existing work order and booking status documentation: Work order life…  ( 16 min )
    Status-Driven Success: Managing Your Work Order Lifecycle through Statuses – Part 2
    Continuing our 3-part series exploring Dynamics 365 Field Service’s adaptability using critical status concepts. We have viewed the following concept Work Order Status Concepts: System Status and Substatus  in our last blog. This blog explores the concept of: Booking Status and Field Service Status for Bookings  Grasping these concepts allows organizations to leverage the solution’s functionality, optimize field service processes, and ultimately provide better customer service.  Booking Status Concepts: Booking Status and Field Service Status  Before delving into the concepts of Booking Status and Field Service Status, it is important to understand the distinction between a work order and a booking in Dynamics 365 Field Service.   A work order represents a scope of work to be performed…  ( 15 min )
    Status-Driven Success: Managing Your Work Order Lifecycle through Statuses – Part 3
    Completing our 3-part series exploring Dynamics 365 Field Service’s adaptability using critical status concepts. We have viewed the following concepts of Work Order Status Concepts: System Status and Substatus  and Booking Status Concepts: Booking Status and Field Service Status This blog explores the concept of: Booking status impact on work orders across single and multi-booking scenarios  Grasping these concepts allows organizations to leverage the solution’s functionality, optimize field service processes, and ultimately provide better customer service.  Booking Status Impact on Work Order System Status  In addition to the status concepts explained earlier, it is essential to understand how the status of a booking, defined by Booking Status and interpreted by the Booking Status’ Fie…  ( 16 min )
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    Status-Driven Success: Managing Your Work Order Lifecycle through Statuses – Part 1
    Work orders in Dynamics 365 Field Service have a column called System Status which helps organizations manage their field service processes efficiently. The post Status-Driven Success: Managing Your Work Order Lifecycle through Statuses – Part 1   appeared first on Microsoft Dynamics 365 Blog.  ( 10 min )
    Status-Driven Success: Managing Your Work Order Lifecycle through Statuses – Part 2
    By mapping their custom Booking Status values to the Field Service Status values, organizations ensure seamless integration between their unique processes and the overall Field Service solution. The post Status-Driven Success: Managing Your Work Order Lifecycle through Statuses – Part 2   appeared first on Microsoft Dynamics 365 Blog.  ( 9 min )
    Status-Driven Success: Managing Your Work Order Lifecycle through Statuses – Part 3
    Start harnessing the power of Dynamics 365 Field Service's adaptable status functionality today to unlock your organization's full potential in managing work orders and bookings. The post Status-Driven Success: Managing Your Work Order Lifecycle through Statuses – Part 3   appeared first on Microsoft Dynamics 365 Blog.  ( 10 min )

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    Printing Labels Using External Service with Dynamics 365 – Warehouse Management
    Live in Dynamics 365 Supply Chain Management Introduction Barcodes and shipping labels are essential components in the supply chain landscape. They play a vital role in ensuring accurate inventory management, product tracking, and streamlining processes. Shipping labels are particularly important for navigating shipments complex global supply chains while maintaining end-to-end traceability. QR codes have also become a valuable tool for companies to engage customers and track their products worldwide. With the 10.0.34 release, Supply Chain Management (SCM) has become even more robust, offering seamless integrations with third-party labelling solutions out-of-the-box. Microsoft has partnered with Seagull Scientific BarTender and Loftware NiceLabel to enhance core Dynamics 365 SCM labeling …  ( 14 min )
    How Copilot in Microsoft Dynamics 365 and Power Platform delivers enterprise-ready AI built for security and privacy
    Over the past few months, the world has been captivated by generative AI and applications like the new chat experience in Bing, which can generate original text responses from a simple prompt written in natural language. With the introduction of generative AI across Microsoft business applicationsincluding Microsoft Dynamics 365, Viva Sales, and Power Platforminteractions with AI across business roles and processes will become second nature. With Copilot, Microsoft Dynamics 365 and Power Platform introduce a new way to generate ideas and content drafts, and methods to access and organize information across the business. Before your business starts using Copilot capabilities in Dynamics 365 and Power Platform, you may have questions about how it works, how it keeps your business data secure…  ( 18 min )
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    Printing Labels Using External Service with Dynamics 365 – Warehouse Management
    Barcodes and shipping labels are essential components in the supply chain landscape. They play a vital role in ensuring accurate inventory management, product tracking, and streamlining processes. Shipping labels are particularly important for navigating shipments complex global supply chains while maintaining end-to-end traceability. QR codes have also become a valuable tool for companies to engage customers and track their products worldwide. The post Printing Labels Using External Service with Dynamics 365 – Warehouse Management appeared first on Microsoft Dynamics 365 Blog.  ( 8 min )
    How Copilot in Microsoft Dynamics 365 and Power Platform delivers enterprise-ready AI built for security and privacy
    With the introduction of generative AI across Microsoft business applicationsincluding Microsoft Dynamics 365, Viva Sales, and Power Platforminteractions with AI across business roles and processes will become second nature. With Copilot, Microsoft Dynamics 365 and Power Platform introduce a new way to generate ideas and content drafts, and methods to access and organize information across the business. The post How Copilot in Microsoft Dynamics 365 and Power Platform delivers enterprise-ready AI built for security and privacy appeared first on Microsoft Dynamics 365 Blog.  ( 12 min )
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    Import using Data Management package REST API with logic apps
    D365FO provides two primary sets of APIs, Recurring Integration APIs & Data Management Platform (DMF) package APIs, to support file based integration scenarios. These APIs allow DMF data files as well as data projects to be imported and exported from … Continue reading →  ( 13 min )
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    Microsoft BizApps Deutschland Podcast #12
    [German language podcast] Im neuesten Microsoft BizApps Podcast sprechen wir mit Juergen Bailey, der als Global Application Director bei Britax … Continue reading →  ( 9 min )
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    Should You Learn CDS vs. Standard public data entities implementation approach First?
    Let's look at some stats. So you want to get into integration between Dynamics 365 CE or Custom Power Apps and Dynamics 365 FO. The question is, which type of Public Data entities are to be used from Dynamics365 FO? As someone who's working on a list of integration approaches such as 1. Dual-write 2. Data integrator 3. Connector 4. API Should I use Customers V2, Customers V3, or Sales Quotation Header CDS entity? What is the difference between these entities and tables? It is always tricky to make decisions about which data entity to be used for the above-mentioned integration approaches, read on and I'll give you my thoughts. If you deep dive more into available Dynamics 365 FO Data entities whether named with CDS or not under the hood it is connected with business transactions or master …  ( 18 min )

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    How real-time analytics improve supervisor experiences in Customer Service
    Real-time analytics are critical for organizations that want to stay on top of their contact center operations. The ability to see what’s happening in real-time, and to focus on the metrics that matter most, enables supervisors to identify and address issues efficiently.   We built intraday analytics to help address this requirement. Intraday analytics uses an intermediary database to aggregate metrics from Dataverse and then use it to power the reports.  A better experience with real-time analytics  We received feedback from you about improvements you would like to see around supervisor experiences. Subsequently, we decided to build a feature from the ground up that improves upon the intraday analytics experience. Starting this April, we are providing Real-Time Analytics for Omnichannel …  ( 15 min )
    Boost your sales business with smart organization charts
    Organization charts enable sellers to better understand their customers’ organizational structures and identify key decision-makers. This information helps sellers develop and execute targeted sales strategies, improve their sales effectiveness, and build stronger relationships with their customers. Additionally, having an org chart in a CRM system helps improve collaboration among sales teams and improves overall communication and coordination with the customer’s organization. With our new organization charts, you can build your entire org chart with ease and precision! Creating organization charts made easy The new feature in Dynamics 365 Sales makes building an organizational chart easier and more efficient, as users can create entire org charts with simple drag-and-drop actions. The li…  ( 14 min )
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    How real-time analytics improve supervisor experiences in Customer Service
    Real-time analytics are critical for organizations that want to stay on top of their contact center operations. The post How real-time analytics improve supervisor experiences in Customer Service appeared first on Microsoft Dynamics 365 Blog.  ( 8 min )
    Boost your sales business with smart organization charts
    Organization charts enable sellers to better understand their customers' organizational structures and identify key decision-makers. The post Boost your sales business with smart organization charts appeared first on Microsoft Dynamics 365 Blog.  ( 8 min )

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    Microsoft BizApps Deutschland Podcast #11
    [German language podcast] Im neuesten Microsoft BizApps Deutschland Podcast sprechen wir Robin Rosengrün von der Energie Baden Württemberg (EnBW). Robin … Continue reading →  ( 9 min )

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    Functionality Similarities and Differences | Dynamics GP and Dynamics 365 Business Central
    Functionality Similarities and Differences | Dynamics GP and Dynamics 365 Business Central In this blog we’re going to delve into some of the most common functionalities in Dynamics GP, and compare them to the same or similar functionalities in Dynamics 365 Business Central. To learn about differences in licensing, hosting, extensions, and updates/upgrades, read our overall comparison of GP and Business Central. You’ll see that there are... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 7 min )
    Make your Supply Chain Resilient and Agile with D365 F&O | Create Integrations with Top CAD and PLM Systems (Video)
    Make your Supply Chain Resilient and Agile with D365 F&O | Create Integrations with Top CAD and PLM Systems (Video) PLM Integration Solution, when used with Microsoft Dynamics 365 Finance and Operations, helps make your supply chain strong, agile, and resilient in fast-changing markets and customer dynamics. When you work with multiple software systems and platforms, one small error in the product’s lifecycle can cost you dearly. Getting the right information at the right time... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 22 min )
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    How to Sign Up for Power Apps With Microsoft Account
    The Power Platform is an extremely powerful and versatile solution for businesses. Normally to use Power Apps you need an Azure AD account (aka work account) but what if you want to sign up for Power Apps with a Microsoft account (aka a ‘non work account’)? Let’s look at how this can be done! Note: […] The post How to Sign Up for Power Apps With Microsoft Account appeared first on Alex Meyer.  ( 15 min )
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    New: Makers can now proactively request Power Apps premium licenses for their users
    Power Apps is excited to share that makers can now proactively request licenses for their app users! Makers will see the option to request licenses for their users during the app share experience. Once a request is submitted, makers will see a confirmation message at the top of the page saying the request was successfully…  ( 6 min )
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    How to create a new folder on Sharepoint
    There are some useful code behind OfficeSharePointFolderSelectionDiaolog form; however, there is a limitation. Well, we can create a new folder via REST API call as follows. Take note that the access token is created in testSharePointConnection using Microsoft.Dynamics.Platform.Integration.SharePoint; using System.Net; using System.Net.Http; [Form] public class wzhSPFolderForm extends FormRun { str apiUrl; System.Exception ex; ISharePointProxy proxy; public void init() { super(); fNewFolder.text('_wzhNewFolder'); fServer.text('https://wzhServer.sharepoint.com'); fRootFolder.text('Shared Documents'); } public boolean testSharePointConnection() { str src = fServer.text(); boolean vali…  ( 7 min )

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    How To Create A D365 Data Entity
    In this article, learn how to create a D365 Data Entity. Previously, you learned what a data entity is, and when they are used. In this lesson, walk through the steps of creating a data entity in Visual Studio. Then, see it within the Data Management workspace. Review Before learning how to create a D365... Continue Reading → The post How To Create A D365 Data Entity appeared first on Dynamics 365 Musings.  ( 16 min )
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    How to link multiple data sources between each other
    For example we need to tie following datasources: InventSum     InventDim         InventBatch InventBatch unique key index consists of ItemId and InventbatchId, therefore we need to link Invnetbatch with both InventDim and InventSum. However, if you try to do it using addLink method: qbdsInventBatch.clearDynalinks(); qbdsInventBatch.addLink(fieldnum(InventDim, inventBatchId), fieldNum(InventBatch, inventBatchId)); qbdsInventBatch.addLink(fieldnum(InventSum, ItemId), fieldNum(InventBatch, ItemId)); Invalid Field/Related field combination": There are a few tricks how this can be resolved: 1. Create a view from InventSum and InventDim and use it as a single data source and then join InventBatch to it. 2. Start query from Inventbatch data source and then join to it InventSum and InventDim. However, considering the example above in most cases it will not be logical. But it might work in your case. 3. Use extended ranges. The solution will have the following look: QueryBuildRange qbrItemId = SysQuery::findOrCreateRange(qbdsInventBatch, fieldNum(InventBatch, ItemId)); str itemIdRange = strFmt('(%1.%2=%3.%4)', qbdsInventBatch.name(), fieldStr(InventBatch, ItemId), _inventSum_DS_Query.dataSourceName(formDataSourceStr(InventOnhandItem, InventSum)).name(), fieldStr(InventSum, ItemId)); qbrItemId.value(itemIdRange); Additional query build extended range example  ( 1 min )
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    Email documents using print management in Microsoft dynamics 365 finance and operations
    Many times, we have requirement to auto trigger email for some documents like Purchase order confirmation, Sales order invoices, free text invoices etc…So to do this we can use print management functionality of Microsoft dynamics 365 finance and operation to setup printing method as email and run the batch job for specific task. Print management […]  ( 9 min )
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    Email documents using print management in Microsoft dynamics 365 finance and operations
    Many times, we have requirement to auto trigger email for some documents like Purchase order confirmation, Sales order invoices, free text invoices etc…So to do this we can use print management functionality of Microsoft dynamics 365 finance and operation to setup printing method as email and run the batch job for specific task. Print management […]  ( 9 min )

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    Microsoft Dynamics Partner Roundup: Product configurator; UK acquisition; Retirement; Specializations achieved
    In this week's Microsoft Dynamics Partner News Roundup: Product Configurator 3.7 for Business Central now available Transparity acquires Microsoft data specialist DataShapa Linda Collins, president of Western Computer, announces retirement after... Read the full text.  ( 12 min )
    MSDW Podcast: Microsoft update on Dynamics 365 F&O migrations and business process guides with Rachel Profitt
    This episode is sponsored by Microsoft.   FastTrack senior program manager Rachel Profitt joins us to talk about Dynamics 365 F&O migrations, the latest updates to the FastTrack program, and her team's newest achievement, the launch of new business... Read the full text.  ( 12 min )
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    Get quick access to your most-used knowledge articles
    Are you tired of constantly searching for the same knowledge articles in Dynamics 365 Customer Service? Say goodbye to wasting precious time and hello to the new favorite feature!  We are excited to announce a new knowledge management feature in Dynamics 365 Customer Service that allows you to mark knowledge articles as favorites.  With this new feature, you can easily save up to 50 knowledge articles that you frequently use as favorites. This allows you to access them quickly while you’re working on a case, without having to search for them every time.  To use this feature, your administrator will need to enable it and provide privileges to specific roles. Once enabled, you can easily mark an article as a favorite by selecting the heart icon next to it in the search results.  Using your …  ( 14 min )
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    Get quick access to your most-used knowledge articles
    We are excited to announce a new feature in Dynamics 365 Customer Service that allows you to mark knowledge articles as favorites. The post Get quick access to your most-used knowledge articles appeared first on Microsoft Dynamics 365 Blog.  ( 7 min )

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    Migrating your Human Resources environment!
    Have you tried migrating your Dynamics 365 Human Resources (D365 HR) environment yet? We announced in early December the general availability (GA) release of the automated tooling, for the lift and shift migration of your standalone Human Resources environment.   Albert Einstein said, "The measure of intelligence is the ability to change" and that is how we feel about the merged and improved Human Resources on the Dynamics 365 Finance and Operations infrastructure.   As part of the infrastructure merge, all capabilities of the Human Resources application have been made available in Dynamics 365 Finance and Operations (Finance and Operations) environments. Customers can migrate their Human Resources environments using the migration tooling that is available in Microsoft Dynamics Lifecycle S…  ( 14 min )
    Improve Sales process efficiency using sequence insights
    Sequences in Dynamics 365 Sales is a valuable sales engagement tool for businesses looking to drive efficiency via standardized sales processes. When sellers engage with sequences, it's important to understand if they are supporting the process effectively. This is where sequence insights come into play. Sequence insights provide data on the performance of sequences and their steps. Businesses can use sequence insights to review and analyze the effectiveness of their current sequences by identifying bottlenecks, and take corrective measures. Also, they can update the wait times and steps to ensure that the overall process is efficient and working as intended. Additionally, sequence insights can help businesses identify best practices that are working well across the sales team. By analyzin…  ( 16 min )
    Microsoft Dynamics 365 Copilot at Gartner Supply Chain Symposium Xpo™︎ 2023
    Achieving supply chain excellence today requires orchestrating complex global operations with agility, adapting to rapid and continuous change, and navigating economic headwinds and ongoing disruptions. Yet only 22 percent of companies have a proactive supply chain network, meaning disruptions or shifts in supply or demand can quickly escalate into significant issues.1 To truly deliver a proactive, resilient supply chain, Chief Supply Chain Officers (CSCOs) need a clear digital transformation strategy that builds on top of existing investments in data to uncover new insights. At the same time, CSCOs must enable the adoption of new productivity tools, such as generative AI, to help organizations rethink the status quo.   At Microsoft, we recently introduced Microsoft Dynamics 365 Copilot to…  ( 17 min )
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    Migrating your Human Resources environment!
    Have you tried migrating your Dynamics 365 Human Resources (D365 HR) environment yet? The post Migrating your Human Resources environment!  appeared first on Microsoft Dynamics 365 Blog.  ( 8 min )
    Improve Sales process efficiency using sequence insights
    Sequences in Dynamics 365 Sales is a valuable sales engagement tool for businesses looking to drive efficiency via standardized sales processes. The post Improve Sales process efficiency using sequence insights appeared first on Microsoft Dynamics 365 Blog.  ( 10 min )
    Microsoft Dynamics 365 Copilot at Gartner Supply Chain Symposium Xpo™ 2023
    To truly deliver a proactive, resilient supply chain, Chief Supply Chain Officers (CSCOs) need a clear digital transformation strategy that builds on top of existing investments in data to uncover new insights. The post Microsoft Dynamics 365 Copilot at Gartner Supply Chain Symposium Xpo™ 2023 appeared first on Microsoft Dynamics 365 Blog.  ( 11 min )
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    ADF – Generating an Rest API Bearer Token
    I`ve already given the post on generating a bearer token usins Postman. As there are various requirements using cloud concepts , in this blog I will show you on creating the token using ADF. Create a new Pipeline . Let … Continue reading →  ( 11 min )

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    Intraday insights are deprecated and replaced by real-time analytics reports
    Real-time analytics reports provide visibility into the overall support performance of an organization, so supervisors can monitor key operational metrics, make course corrections at the right time, and keep service levels high. Starting Monday, May 1, 2023, we are deprecating Microsoft Dynamics 365 Intraday Insights for Omnichannel for Customer Service reports and encouraging customers to move to Real-Time Analytics reports. This change is intended to ensure that our customers use our latest and best capabilities when it comes to real-time reporting. Key dates Disclosure date: April 28, 2023 We sent communications to affected customers that we are planning to deprecate the Intraday Insights for Omnichannel for Customer Service. Deprecation date: May 1, 2023 After this date, we are no longer going to invest in Intraday Insights for Omnichannel for Customer Service. End of support: October 31, 2023 After this date, we are no longer going to support the Intraday Insights for Omnichannel for Customer Service. End of life: April 30, 2024 After this date, Intraday Insights for Omnichannel for Customer Service will be taken out of service. Next Steps We strongly encourage you to move to Real-time analytics reports in Omnichannel for Customer Service. We will be focusing our future developments on them, and these reports are our recommended solution for all Dynamics 365 Customer Service real-time reporting needs. Real-time analytics reports provide information about the health and key performance indicators (KPIs) for your organization. Supervisors can use real-time metrics and review work distribution to adjust agent allocation. They can also drill down into agents’ ongoing conversations, view the customer sentiment, and join the conversation if necessary. Please contact your Success Manager, FastTrack representative, or Microsoft Support if you have any additional questions. The post Intraday insights are deprecated and replaced by real-time analytics reports appeared first on Microsoft Dynamics 365 Blog.  ( 13 min )
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    Intraday insights are deprecated and replaced by real-time analytics reports
    Starting Monday, May 1, 2023, we are deprecating the Intraday Insights reports and encouraging customers to move to Real-Time Analytics reports. The post Intraday insights are deprecated and replaced by real-time analytics reports appeared first on Microsoft Dynamics 365 Blog.  ( 7 min )

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    POSTMAN D365
    Postman is useful to test the behavior of different OData class from/to D365FO. In this post we will see the steps to setup Postman with D365FO. Step 1: Register D365FO in Azure Platform. Please refer to previous post to view the steps for App registration.  Application registration of D365FO with Azure  Step 2: Launch Postman and create a new collection and give a name (say) Devbox. Step 3: Click on the three dots and click on Add request of type POST and name the request as Authorization. Step 4: Capture the TenantId from the Azure portal and POST command would be https://login.microsoftonline.com/tenantId/oauth2/token Step 5: Select tab Body and click on form-data radio button. Step 6: Provide below details in the Body tab KeyValue client_Id                          ClientID value from Azure portal after App registration. grant_typeclient_credentials resourceD365FO URL client_secretClient secret value from Azure portal after App registration Step 7: Click on Send button to receive the access token with status as 200. This completes the Postman setup with D365FO. Reference: https://dynamics365musings.com/setup-postman-to-call-d365-data-entities/  ( 7 min )
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    Acceptance Test Library
    Acceptance Test Library (ATL) in F&O isn’t a new feature, but many people aren’t aware of it, therefore let me try to raise awareness a bit. ATL is used in automated tests written by developers and its purpose is to easily create test data and verify results. Here is an example of such a test: ... Continue reading ‘Acceptance Test Library’ »  ( 7 min )
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    What’s new: Power Apps April 2023 Feature Update
    Welcome to the Power Apps monthly feature update! We will use this blog to share a summary of product, community, and learning updates from throughout the month so you can access it in one easy place. A variety of new and highly anticipated features are now available which we are very excited to share including Managed Environment Updates, new Variable and Collections experience, and improvements to offline on mobile!  ( 12 min )

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    D365 eCommerce implementation and costs
    I’ve received several inquiries about implementing Dynamics 365 eCommerce in a B2B context, with a recurring concern being the associated costs and efforts. In this post, I will share my experiences and recommendations for creating a B2B eCommerce site catering to both local and regional markets. The example presented here represents a medium-sized eCommerce implementation. … Continue reading D365 eCommerce implementation and costs  ( 14 min )
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    Enable recording option in XBox Game bar
    When I was trying to record using XBox Gamin bar, the ‘record’ option was disabled. So I tried uninstalling it using Powershell in admin mode and entered the following command Then went to Microsoft store to install the ‘XBox Game … Continue reading →  ( 10 min )
    ChatGPT in Excel
    We are now familiar with the latest buzz on ChatGPT. In this post, I am giving a brief introduction on integrating ChatGPT with Excel. Excel is an incredibly powerful tool for getting meaning out of vast amounts of data. But … Continue reading →  ( 11 min )

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    Project time recording with OpenAI speech to text
    Visit the post for more.  ( 9 min )
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    how to create number sequence in d365fo
    Hi All, Welcome to Blog.Today we are going to learn how to create new number sequence. But before we start let's understand about number sequence framework. Microsoft Dynamics AX has a number sequence framework to g...(read more)  ( 13 min )

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    Create and manage cases efficiently with enhanced case forms
    Customer service agents in a digital contact center handle multiple customer queries simultaneously and work on several support requests in a day. Often, they might spend extra time creating support cases, catching up on past activities, or performing simple case management processes. This leaves them with less time to focus on customer queries, which affects customer satisfaction. Enhanced case forms in Dynamics 365 Customer Service provide a streamlined layout to help agents expedite the case creation process and find relevant information quickly.   With enhanced case forms, agents spend less time creating a case or finding required information and more time helping customers. As a result, agents reduce case handling time, improve productivity, and drive better customer satisfaction.    …  ( 14 min )
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    Create and manage cases efficiently with enhanced case forms
    Enhanced case forms in Dynamics 365 Customer Service provide a streamlined layout to expedite case creation and show relevant information. The post Create and manage cases efficiently with enhanced case forms  appeared first on Microsoft Dynamics 365 Blog.  ( 8 min )

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    New API for Distributed Order Management fulfillment optimization
    Introduction From same-day delivery to social commerce and self-service solutions, the modern-day supply chain is pushing retailers to keep pace with consumer expectations for near-instantaneous, omnichannel service. With Microsoft Dynamics 365 Intelligent Order Management, retailers can offer customers the best shipping and fulfillment options in real-time. Now, with the new Distributed Order Management (DOM) API, you can take advantage of the core capabilities of Intelligent Order Management well in advance of order orchestration in a platform-agnostic way. What capabilities does the DOM API unlock?  Call the DOM API from any platform. Get the fulfillment source and shipping options for an order or cart items in real-time by making a call to the DOM API from any e-commerce, ERP, or mark…  ( 14 min )
    Improve operations with real-time analytics in Dynamics 365 Customer Service
    In today’s fast-paced business environment, contact centers need real-time analytics to provide top-notch customer support under pressure. One of the biggest challenges contact center managers face is the ability to react quickly to unexpected events. These events may include spikes in the volume of incoming customer interactions, longer call lengths, and agent absences. To address these challenges, we are excited to introduce Dynamics 365 Customer Service real-time analytics for omnichannel. This powerful tool provides contact center managers with real-time visibility into overall support performance. They can monitor key operational metrics, make course corrections at the right time, and keep service levels high.  Monitor customer interactions with real-time analytics Contact centers ne…  ( 14 min )
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    New API for Distributed Order Management fulfillment optimization
    From same-day delivery to social commerce and self-service solutions, the modern-day supply chain is pushing retailers to keep pace with consumer expectations for near-instantaneous, omnichannel service. With Microsoft Dynamics 365 Intelligent Order Management, retailers can offer customers the best shipping and fulfillment options in real-time. The post New API for Distributed Order Management fulfillment optimization appeared first on Microsoft Dynamics 365 Blog.  ( 8 min )
    Improve operations with real-time analytics in Dynamics 365 Customer Service
    Dynamics 365 Customer Service real-time analytics give contact center managers visibility into overall support performance. The post Improve operations with real-time analytics in Dynamics 365 Customer Service appeared first on Microsoft Dynamics 365 Blog.  ( 8 min )
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    [New feature] Supply risk assessment in Microsoft Dynamics 365 finance and operations
    Supply risk assessment for Microsoft Dynamics 365 Supply Chain Management lets you identify supply risks, so that you can act to help prevent supply chain disruptions. Enable feature : The Supply risk assessment workspace, together with the supplier performance and risk analysis reports, helps supply managers understand the risk of encountering sourcing shortages and delays. It enables […]  ( 9 min )
    (Accounting rule) Financial dimension value used for summary account in Microsoft Dynamics 365 finance and operations
    In this blog, I will be talking about the option available in (General ledger > Ledger setup. Parameters > Ledger > Accounting rule > Financial dimensions) where we see two options: So, these two options are basically for posting financial dimension for summary accounts (Control accounts) like Payable, Receivable etc… Let’s take one scenario of […]  ( 9 min )
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    [New feature] Supply risk assessment in Microsoft Dynamics 365 finance and operations
    Supply risk assessment for Microsoft Dynamics 365 Supply Chain Management lets you identify supply risks, so that you can act to help prevent supply chain disruptions. Enable feature : The Supply risk assessment workspace, together with the supplier performance and risk analysis reports, helps supply managers understand the risk of encountering sourcing shortages and delays. It enables […]  ( 9 min )
    (Accounting rule) Financial dimension value used for summary account in Microsoft Dynamics 365 finance and operations
    In this blog, I will be talking about the option available in (General ledger > Ledger setup. Parameters > Ledger > Accounting rule > Financial dimensions) where we see two options: So, these two options are basically for posting financial dimension for summary accounts (Control accounts) like Payable, Receivable etc… Let’s take one scenario of […]  ( 9 min )

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    How Are Upgrades Different in Dynamics 365?
    How Are Upgrades Different in Dynamics 365? What exactly is an upgrade, and what makes a cloud upgrade in Dynamics 365 different than one with on-premise servers? Microsoft Dynamics 365 is known as software as a service (SaaS), and it means that you get billed on a monthly basis. As you consume it, you’re billed. This will be familiar to anyone using... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 8 min )
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    Parse nested Json from logic apps
    In this post, I will give a brief walkthrough of handling the nested json data and extracting the contents from it. My sample file is as follows . If you notice , the file has nested contents in it. Here, … Continue reading →  ( 11 min )
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    Optimize experiences for sellers and marketers with Dynamics 365
    Discover how Dynamics 365 helps customer experience leaders do more with less Leaders of organizations in every region and industry are cautiously navigating business decisions of 2023. The recent economic turbulence has forced companies to evaluate their internal processes, tools, and enterprise software to optimize for efficiency. Conversely, customer experience (CX) leaders see 2023 as the year of opportunity. By strengthening their customer experience strategy with technology, CX leaders can retain their most valuable customers, acquire new customers, and look to surpass their competitors. The good news is that you don't need more to do this. You can do more with less, utilizing the power of AI to optimize experiences for your sellers, marketers, and data analysts so they can deliver b…  ( 15 min )
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    Optimize experiences for sellers and marketers with Dynamics 365
    You can do more with less, utilizing the power of AI to optimize experiences for your sellers, marketers, and data analysts so they can deliver better experiences for your customers. The post Optimize experiences for sellers and marketers with Dynamics 365 appeared first on Microsoft Dynamics 365 Blog.  ( 9 min )
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    General ledger adjustments feature in Microsoft Dynamics 365 finance and operations
    Recently while looking at feature management workspace (Which I try to do on regular basis) I saw this feature and was curious what exactly it is? because when it comes to adjustments its up to business to decide what adjustments they want to make. So, after enabling it looks like Microsoft is trying to streamline […]  ( 9 min )
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    General ledger adjustments feature in Microsoft Dynamics 365 finance and operations
    Recently while looking at feature management workspace (Which I try to do on regular basis) I saw this feature and was curious what exactly it is? because when it comes to adjustments its up to business to decide what adjustments they want to make. So, after enabling it looks like Microsoft is trying to streamline […]  ( 9 min )

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    Financial Tags: Flexible reporting and analytics capabilities without the overhead of dimensions
    Organizations need subledger data, external data, and even internal 'notations' for managerial reporting and analysis on their accounting entries. But it's a struggle!  It's challenging to get to detailed data in the subledger data model and there isn't a solution for external data or internal notations. Organizations are adding more financial dimensions, concatenating data into the transaction descriptions, or using the document number to track this additional data within general ledger and none of these are presenting the results users desire.    These challenges are what prompted the Dynamics 365 Finance team to add the Financial tag feature. Financial tags allow an organization to track up to 20 user-defined fields on the accounting entries within general ledger.   Financial dimensions…  ( 14 min )
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    Financial Tags: Flexible reporting and analytics capabilities without the overhead of dimensions
    Organizations need subledger data, external data, and even internal 'notations' for managerial reporting and analysis on their accounting entries. The post Financial Tags: Flexible reporting and analytics capabilities without the overhead of dimensions  appeared first on Microsoft Dynamics 365 Blog.  ( 8 min )
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    Recent improvements to the Modern App Designer
    The Modern App Designer has been generally available since May 2022, and since then we’ve have been closely monitoring feedback from makers. Therefore, we are pleased to announce the release of a series of significant improvements to improve maker productivity when building in the Modern App Designer.   In summary, the app navigation is now…  ( 6 min )
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    Top Questions About Dynamics GP Versions
    Top Questions About Dynamics GP Versions Dynamics GP is a mature Microsoft product with many product versions. We often receive questions that relate to Dynamics GP versions, such as which Microsoft support policy applies, when Mainstream & Extended Support end, and which versions Encore supports. This blog will address frequently asked questions like those. Table of Contents Which version of Dynamics... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 9 min )
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    Docentric AX 3.4.6 Released
    The new Docentric version 3.4.6 is out, with the cool new features you asked for! PDF/A Compliance is the central feature of this release, and we are excited that we manage to support it for all reports regardless of whether they are generated with Docentric […] The post Docentric AX 3.4.6 Released appeared first on Docentric AX.  ( 38 min )
    Version 3.x Change Log
    Version 3.4.6 Change Log Release date: 2023-04-25 NEW FEATURES PDF/A Compliance – Full Edition: – Generating PDF documents as PDF/A-compliant is supported by both Docentric Generator and SSRS Reporting Services. – Supported PDF/A standard versions: PDF/A-1, PDF/A-2 and PDF/A-3. – Supported PDF/A conformance levels: a, […] The post Version 3.x Change Log appeared first on Docentric AX.  ( 90 min )
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    Strategies for Maximizing Subscription Revenue with Dynamics 365 F&O
    This article is sponsored by Bluefort. The world of subscription-based businesses can be cutthroat. Competition is fierce, and customers will leave on the turn of a dime. For organizations struggling to better manage their subscription business... Read the full text.  ( 12 min )

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    Field Service Palm Springs: Modernize service operations
    We're excited to return to Field Service Palm Springs from April 25 through April 27, 2023, at the JW Marriott Desert Springs Resort & Spa. We will showcase how Connected Field Service helps leaders: Move beyond the costly break/fix model to a proactive, predictive model. Unlock the power of data and use Internet of Things (IoT), machine learning, and AI. Transform their field operations and improve customer experience. This year, we are hosting a thought leadership luncheon with our partner Hitachi Solutions to discuss the benefits of a connected field service and how to use data to remain competitive, and continuously improve business performance and customer experiences in an increasingly challenging environment. Field service organizations manage hundreds of technicians with varying …  ( 15 min )
    Manage attribute-based omnichannel sales pricing
    Pricing is one of the fundamental tools to boost supply chain profits by better matching supply and demand. Many businesses have started to reform their pricing strategies in recent years as a result of the growth of e-commerce and the constantly changing business environments in order to improve pricing transparency, supply chain agility and margin optimization. We are launching the Public Preview of Pricing management within Dynamics 365 Supply Chain Management from 10.0.33 to support sales managers managing and execute the attribute-based omnichannel sales pricing. Why attribute-based omnichannel pricing? Transaction to omnichannel pricing: Traditional business-to-business (B2B) organizations are increasingly considering switching to omnichannel sales and selling directly to end custo…  ( 14 min )
    Drive brand loyalty with a customizable live chat widget in Dynamics 365 Customer Service
    Your brand is the face of your business. And often, the live chat widget on your website is the first point of contact for your customers. Having a strong brand for your customer service products can build trust and credibility, differentiate yourself from competitors, ensure consistency in communication, and create a positive emotional connection with customers.   We are excited to announce our upgraded live chat widget that allows you to customize every detail of the widget to match your brand identity. From the font and color scheme to the iconography, you can now own every pixel of the widget and ensure that it represents your brand in the best possible way.  Three customized chat widgets, each representing a different branding style Style every component of the live chat widget to reflect your brand  When you update your environment with the latest release, you can use our live chat script tag customization to edit the design of the live chat widget through CSS-represented styling. It is easier than ever to create a branded look for your chat widget. You can choose the font, color, style, and size of every component of the chat widget to reflect your brand. The image below shows examples of chat widget components and the different ways you can change them. Editable elements in the default chat button and chat container Learn more Watch a quick video introduction. To update your chat widget and customize every detail, please check out our public documentation here to learn more.  For more advanced customization options, try the custom chat widget here, where you can customize the functionalities as well.   The post Drive brand loyalty with a customizable live chat widget in Dynamics 365 Customer Service  appeared first on Microsoft Dynamics 365 Blog.  ( 13 min )
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    Field Service Palm Springs: Modernize service operations
    We're excited to return to Field Service Palm Springs 2023 from April 25 through 27. We invite you to join us, along with our partners, to discover how Connected Field Service using Dynamics 365 Field Service and IoT can help create a seamless service experience that enhances customer satisfaction while boosting revenue. The post Field Service Palm Springs: Modernize service operations appeared first on Microsoft Dynamics 365 Blog.  ( 9 min )
    Manage attribute-based omnichannel sales pricing
    Pricing is one of the fundamental tools to boost supply chain profits by better matching supply and demand. Many businesses have started to reform their pricing strategies in recent years as a result of the growth of e-commerce and the constantly changing business environments in order to improve pricing transparency, supply chain agility and margin optimization. The post Manage attribute-based omnichannel sales pricing  appeared first on Microsoft Dynamics 365 Blog.  ( 8 min )
    Drive brand loyalty with a customizable live chat widget in Dynamics 365 Customer Service
    We are excited to announce our upgraded live chat widget that allows you to customize every detail of the widget to match your brand identity. The post Drive brand loyalty with a customizable live chat widget in Dynamics 365 Customer Service  appeared first on Microsoft Dynamics 365 Blog.  ( 7 min )
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    Update forms and views more conveniently with table designer
    We are pleased to announce the public preview of Update forms and views feature in table designer. With this new experience, makers can now add columns to their forms and views on the fly, instead of navigating away from their table to update their forms and views manually. This also means when working with table…  ( 6 min )
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    Entity Relationship Diagram in D365F&O
    Entity Relationship Diagram (ERD) is a structural diagram that is useful in database design. It shows how an entity is connected with one or more entities. To be precise, it helps us to understand the inheritance and the relationship between … Continue reading →  ( 11 min )
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    My First Microsoft MVP Summit
    Last week I got to experience my first Microsoft MVP Summit in person since becoming an MVP in November of 2019. It was great to see old friends and meet new ones (face to face!) in the Business Application for D365FO space. So many great sessions, information being shared, and connections being made! I wanted […] The post My First Microsoft MVP Summit appeared first on Alex Meyer.  ( 13 min )

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    Streamline collaboration with the General Availability of comments in Power Apps and Power Automate
    If you are a Power Platform user, you know how important collaboration is when it comes to building custom solutions with your fusion team. We continue to hear from our customers about the need for additional capabilities that improve maker collaboration, and we are dedicated to meeting this need. That’s why we’re thrilled to announce…  ( 7 min )
    Improved variables and collections experience in Canvas Designer
    Creating variables and collections is an essential part of the app building process. Therefore, we are excited to announce the general availability of an improved, seamless experience that enables makers to see variables and collections directly in-line with the canvas designer! Gone are the days of switching between the app designer and backstage to set…  ( 6 min )
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    Azure Load Testing with Dynamics 365 Finance and Operations apps
    A couple months ago, Microsoft Azure Load Testing (MALT) was made generally available as a fully managed load-testing service that enables generation of high-scale load against our applications. ...(read more)  ( 16 min )

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    More options to personalize the date and time format – Dynamics 365 Finance and Operations
    Personalization is an important aspect of Microsoft Dynamics 365 Finance and Operations. Removing or adding custom fields, setting default filter ranges, and changing the order of fields are some examples that make end users more productive. Next to what is visualized to the user, also the language and date format is helping the user to […] The post More options to personalize the date and time format – Dynamics 365 Finance and Operations appeared first on Dynamicspedia.  ( 14 min )
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    How to Calculate purchase order total value using X++ in Dynamics 365 FO?
    In the previous article  “Field Fixed Relation in D365 with Example “, you learned what is a Field Fixed relation and how to make a Field Fixed table relation in Dynamics 365 fo. Additionally, you learned an example associated with field fixed relations. In this article, you can learn, what is a PO, what is purchase order total value and How to Calculate the purchase order total value in D365 using X++ code. What is a Purchase Order? A Purchase Order is a document that represents a request to a vendor to supply goods or services at a specific price and delivery date. The purchase order includes details such as the quantity, unit price, and delivery date of the items or services requested, as well as the vendor's information and the buyer's information. A purchase order is typically create…  ( 35 min )
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    Learn How To Troubleshoot Company Records Issue In Dual-write
    Ever been configuring and validating Dual-write health checks and then notice that one of your colleagues set up a new legal entity in Dynamics 365 FO and failed to sync company records moving to Dataverse and refreshing the Dual-write maps as a last option but nothing is working? On checking the error or behavior using the Plug-in registration tool, you see an observation that reads Company records are not to Dataverse. In this blog post, I will share my learning on how to troubleshoot company records sync issues with Dataverse when you have Dual-write infrastructure. What is a Legal entity or company record sync issue? Well, when you enable Dual-write infrastructure for your business processes to sync data between Dynamics 365 CE (CRM) and Dynamics 365 FO (ERP). Sometimes your Dynamics…  ( 19 min )

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    Introduction into Viva Sales – the future of work for sellers
    www.youtube.com/watch Presenters:  Amira Beldjilali - Sn FastTrack Solutions Architect Corina Balan – Sn Fast Track Solutions Architect ~ This TechTalk provides an introduction into Viva ...(read more)  ( 11 min )

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    Field Service Wave 1 2023 Features
    We are excited to announce several new features that will help service organizations work more efficiently than ever before. The new not-to-exceed (NTE) feature ensures that work orders stay within budget, the trade and trade coverages features enable you to stay organized and efficient when providing groups of services to customers. In addition, significant performance improvements to the asset and functional location trees let you manage larger facilities and more complex assets. These features will streamline your workflow and save time, especially when working with vendors or subcontractors to fulfill jobs. Read on to learn more about how they work and why you should try them out today!  Not-to-Exceed functionality Phenomenal service starts with understanding customers' needs and expec…  ( 15 min )
    Applying next-generation AI to the Microsoft Supply Chain Platform
    For more than two decades, customer relationship management (CRM) and enterprise resource planning (ERP) software have been defined by manual entry and high-touch data processes. Since then, businesses have made strides in automating many manual transactions through various means but have largely reached a plateau. Our 2023 survey on business trends found that 9 out of 10 workers hope to use AI to reduce these kinds of repetitive tasks from their jobs.1 Supply chains have been a prime area for the application of AI, due to the vast amounts of critical business data and processes involved. Supply chains have evolved over the years, with emerging technologies and innovations that enable businesses to optimize their operations, reduce costs, and improve customer satisfaction. Yet, while stati…  ( 21 min )
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    Field Service Wave 1 2023 Features
    The new not-to-exceed (NTE) feature ensures that work orders stay within budget, the trade and trade coverages features enable you to stay organized and efficient when providing groups of services to customers. The post Field Service Wave 1 2023 Features  appeared first on Microsoft Dynamics 365 Blog.  ( 9 min )
    Applying next-generation AI to the Microsoft Supply Chain Platform
    For more than two decades, customer relationship management (CRM) and enterprise resource planning (ERP) software have been defined by manual entry and high-touch data processes. Since then, businesses have made strides in automating many manual transactions through various means but have largely reached a plateau. The post Applying next-generation AI to the Microsoft Supply Chain Platform appeared first on Microsoft Dynamics 365 Blog.  ( 15 min )
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    Billing schedules with projects using subscription billing in Microsoft dynamics 365 finance and operations: Part-8
    This feature enables configuring and using billing schedules with Projects. Billing schedules can be associated with a time and material project and invoiced using Project invoice proposals. This capability is supported for Project Operations for production/ stocked scenarios only. Read previous blogs here on subscription billing Pre-requisites: Enable feature and setup project stage rule Step-1: […]  ( 8 min )
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    Billing schedules with projects using subscription billing in Microsoft dynamics 365 finance and operations: Part-8
    This feature enables configuring and using billing schedules with Projects. Billing schedules can be associated with a time and material project and invoiced using Project invoice proposals. This capability is supported for Project Operations for production/ stocked scenarios only. Read previous blogs here on subscription billing Pre-requisites: Enable feature and setup project stage rule Step-1: […]  ( 8 min )
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    X++ to run XIRR
    I created a small X++ wrapper to call XIRR function from the C# project provided by https://github.com/klearlending/XIRR (Thank you!)  You can test XIRR function in Excel, btw. using tmxExcelFinance; /// /// Implements various financial functions /// public final class mgcFinanceFunction { /// /// Calculates XIRR value /// /// List of containers kind [cashflow amount, its date] how many decimals to calculate Maximum rate XIRR value public static real calculateXIRR(List _cashFlows, int _decimals, real _maxRate = 1000000) { var cash…  ( 7 min )

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    General Journal posting for multiple companies – D365FO
    With the latest PU release 10.0.33, a new feature is introduced which enables the users the post the GL across the multiple companies Go to Feature Management and filter for ‘Journal’. Click ‘Enable now’ and the feature is ready for … Continue reading →  ( 11 min )
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    High five Matthew Devaney—Microsoft Power Platform Conference 2022 demo contest winner
    It’s National High Five Day, and we’re excited to give a virtual high five to Matthew Devaney, one of our Microsoft Power Platform MVPs, for being one of the demo contest winners at the Microsoft Power Platform Conference 2022 (and for having an awesome career switching story too)!  ( 7 min )
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    Your one-stop resources for Microsoft Dynamics 365 Finance & Operation developers
    Developers in Microsoft Dynamics 365 Finance and Operations (F&O) often ask how to learn X++ from the basics to advanced levels. In this article, I will share some resources, certifications, blogs and YouTube link which can be useful for the developers. Learning catalog for Dynamics 365 Finance developers from Microsoft Learning catalog for Dynamics 365 […] The post Your one-stop resources for Microsoft Dynamics 365 Finance & Operation developers appeared first on Parag Chapre.  ( 9 min )
    Your one-stop resources for Microsoft Dynamics 365 Finance & Operation developers
    Developers in Microsoft Dynamics 365 Finance and Operations (F&O) often ask how to learn X++ from the basics to advanced levels. In this article, I will share some resources, certifications, blogs and YouTube link which can be useful for the developers. Learning catalog for Dynamics 365 Finance developers from Microsoft Learning catalog for Dynamics 365 […]  ( 7 min )
    Your one-stop resources for Microsoft Dynamics 365 Finance & Operation developers
    Developers in Microsoft Dynamics 365 Finance and Operations (F&O) often ask how to learn X++ from the basics to advanced levels. In this article, I will share some resources, certifications, blogs and YouTube link which can be useful for the developers. Learning catalog for Dynamics 365 Finance developers from Microsoft Learning catalog for Dynamics 365... Continue Reading →  ( 14 min )
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    What’s changed in Dynamics 365 Human Resources (Technical) | March 30, 2023
    www.youtube.com/watch Presenters:  Priyanka Sinha prsinha@microsoft.com Edison Lai Edison.Lai@microsoft.com Rachel Profitt Rachel.Profitt@microsoft.com Tulsi Jhaveri tulsijhaveri@microsoft.com U...(read more)  ( 11 min )
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    Use generative AI to drive customer engagement with 2023 release wave 1 for Dynamics 365 Marketing and Customer Insights
    In today’s unpredictable market conditions, companies are looking to do more with less, and delivering exceptional customer experiences is necessary to both acquire new customers and retain and increase the lifetime value of existing customers. Faced with a larger set of choices, customers expect the companies they do business with to know them, anticipate their needs, and deliver personalized interactions. To earn their loyalty, it's critical that every interaction, digital or in person, exceeds their expectations.  To win against their competitors, companies need to deeply understand their customers, personalize every interaction pre-sale and post-sale, and use data and AI to deliver proactive and continuous value to win the hearts and minds of their customers. Marketers and sellers must…  ( 16 min )
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    Use generative AI to drive customer engagement with 2023 release wave 1 for Dynamics 365 Marketing and Customer Insights
    Discover how 2023 release wave 1 for Dynamics 365 Marketing and Dynamics 365 Customer Insights will help you delight your customers while increasing your team's efficiency. The post Use generative AI to drive customer engagement with 2023 release wave 1 for Dynamics 365 Marketing and Customer Insights appeared first on Microsoft Dynamics 365 Blog.  ( 11 min )

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    What’s changed in Dynamics 365 Human Resources (Functional) | March 29, 2023
    www.youtube.com/watch Presenters:  Priyanka Sinha prsinha@microsoft.com Edison Lai Edison.Lai@microsoft.com Rachel Profitt Rachel.Profitt@microsoft.com Tulsi Jhaveri tulsijhaveri@microsoft.com U...(read more)  ( 11 min )
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    Microsoft BizApps Deutschland Podcast #10
    [German Language Podcast] In der Podcast Ausgabe nach den Osterfeiertagen sprechen wir mit Jörg Lüthge, der als ‚Head of Business … Continue reading →  ( 9 min )
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    How Do I Deploy a Dynamics 365 Integrated Trial Environment? – Step -by-Step Guide
    The challenge is: what is it? Keeping up-to-date with the latest & greatest features of Dynamics 365 family products is essential in today's fast-paced technological landscape. The other day, I revisited my programming journal, only to discover several new features, updates, and changes I hadn't seen before. Simply to stay current, I had to revisit new features of Dynamics 365 Project Operations and some features of Dynamics 365 FO. At work, I am often required to use new frameworks or features. Although I concentrate on learning new Dynamics 365 Project Operations features, I might still feel that I am missing the full picture of Dynamics 365 Finance business processes. In some cases, it's frustrating not to have a dedicated, managed or trial-integrated Dynamics 365 Project Operations or …  ( 19 min )
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    Understand inventory on hand form columns (Status) in Microsoft dynamics 365 finance and operations
    In this blog we will go back to our basics , for long time I was confused about column available on inventory on hand form. How these columns get impacted by every transaction. I have tried explaining this using new product and creating new transactions and showing up the impact. Note: If these is something […]  ( 9 min )
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    Understand inventory on hand form columns (Status) in Microsoft dynamics 365 finance and operations
    In this blog we will go back to our basics , for long time I was confused about column available on inventory on hand form. How these columns get impacted by every transaction. I have tried explaining this using new product and creating new transactions and showing up the impact. Note: If these is something […]  ( 9 min )

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    Reporting in Dynamics 365 Finance & Operations
    Reporting in Dynamics 365 Finance & Operations Dynamics 365 Finance and Operations (D365 F&O) is the cloud evolution of Dynamics AX, and how you access and report data from on-premise, versus accessing data from the cloud, has changed. The SQL database used to be on a server where the administrator could directly access the data to build a report. In a cloud-hosted... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 6 min )
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    Spend more time selling—new sales capabilities in 2023 release wave 1
    The role of the seller is evolving. Buyers expect a blend of digital and personalized experiences throughout their journey. To achieve this, sellers must be efficient and effectiveprioritizing who to engage, identifying how and when to connect, and spending more time becoming trusted advisors to their customers. Sellers can’t be overwhelmed trying to make sense of too much data and information; rather, they need the data to work for them by providing value in every customer interaction. With Microsoft Dynamics 365 Sales, sellers can improve their sales by prioritizing their best bets, collaborating with their sales team in the moment with Microsoft Teams built-in, knowing when they should engage with prospective customers, and then seeing how it went after ending the call. Sellers are give…  ( 16 min )
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    Spend more time selling—new sales capabilities in 2023 release wave 1
    The role of the seller is evolving. Buyers expect a blend of digital and personalized experiences throughout their journey. The post Spend more time selling—new sales capabilities in 2023 release wave 1 appeared first on Microsoft Dynamics 365 Blog.  ( 10 min )
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    Create a Database Export Request using a DevOps Pipeline
    Submitted by Nathan Clouse on 04/17/23. Last modified:  04/17/23 Need to Export a database for safe keeping? MSFT has had database movement APIs for some time but I haven't seen a lot of use of them. I thought I'd provide a simple Power Shell script to show what can be done. You can make this more user friendly or modern by putting it in Power Automate or using a Logic App. For reference, the API specs and available operations can be found at https://learn.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/dat...   Request A Database Backup You can request a database backup on an environment like so: # Update these values for your situation https://login.microsoftonline.com/{DOMAIN}/oauth2/v2.0/token"        USER@DOMAIN.COM}' https://lcsapi.lcs.dynamics.com" # Install Azure PowerShell # Install D365FO.Tools # Install D365FO.Integrations Get-D365LcsApiToken -ClientId $ClientId -Username $Username -Password $Password -LcsApiUri $LcsApiUri -Verbose | Set-D365LcsApiConfig Invoke-D365LcsDatabaseExport -ProjectId $ProjectId -SourceEnvironmentId $SourceEnvironmentId -BackupName $BackupName -LcsApiUri $LcsApiUri -Verbose   Using that as a starting point, you can use this script to create a pipeline. All variables at the top of the script should be changed for your specific scenario. In a pipeline, they can be added as pipeline variables and secured within the pipeline. View the discussion thread.  ( 4 min )
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    Cost Accounting Part 2 – Overhead Calculation | April 5, 2023
    www.youtube.com/watch Presenters:  Alejandra Cabrales Orozco Alejandra.Cabrales@microsoft.com Amar Kumar Kumar.Amar@microsoft.com ~ This TechTalk series will dive-in into the Cost Accounting mo...(read more)  ( 11 min )

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    What Is A D365 Data Entity?
    What is a D365 Data Entity? Data entities allow outside systems to read and write data in Microsoft Dynamics 365 for Finance and Operations. For example, perhaps you read the product inventory levels in D365, and send these values to your website. Similarly, you may have sales order information entered on a website that you... Continue Reading → The post What Is A D365 Data Entity? appeared first on Dynamics 365 Musings.  ( 10 min )
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    Summarize bank transactions from customer/vendor payment journals in Microsoft dynamics 365 finance and operations
    Enabling this feature will allow an organization to post vendor and customer payments in separate vouchers but update the bank account in summary. New options are added to the journal name setup, allowing the flexibility to post payments in detail to the bank account for some journals but in summary for different journals. Payments included […]  ( 9 min )
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    Summarize bank transactions from customer/vendor payment journals in Microsoft dynamics 365 finance and operations
    Enabling this feature will allow an organization to post vendor and customer payments in separate vouchers but update the bank account in summary. New options are added to the journal name setup, allowing the flexibility to post payments in detail to the bank account for some journals but in summary for different journals. Payments included […]  ( 9 min )
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    Securing a menu item is not enough – table permissions
    In the two earlier posts, I talked about missing parts and controls when you would create privileges from scratch. In this post, I will continue explaining about reasons for missing elements on forms due to table permissions. Or maybe you would like to restrict certain fields from being visible to users. Missing fields As mentioned […] The post Securing a menu item is not enough – table permissions appeared first on Dynamicspedia.  ( 15 min )

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    DynamicsCon 2023: What do D365FO Electronic Reporting and Warehouse Labels have in common?
    What do D365FO Electronic Reporting and Warehouse Labels have in common? Answer: Docentric transforms both of these complex frameworks into a user-friendly experience! Our experts Sanja Kolundžija & Albin Lotrič first show how anyone who knows how to use MS Word can design Docentric templates too. Then, they will present […] The post DynamicsCon 2023: What do D365FO Electronic Reporting and Warehouse Labels have in common? appeared first on Docentric AX.  ( 38 min )

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    Dynamics 365 Commerce Batch Tracked Products Errors When Posting Statements
    Point of Sale does not support batch numbers, so the batch must default.  If the batch does not default below is a couple examples of an error you can see posting a statement Batch number group is not specified on the item Batch number is a primary input/output dimension and must consequently be specified To default the batch numbers in statement posting, set the following: Accounts receivable parameters Accounts receivable > Setup > Accounts Receivables Parameters > General>Sales default values Change Reservation to Automatic Change Auto batch reservation to Yes Create Batch number group and assign to Batch tracked products For Returns, a Batch number group should be specified on the item. Inventory management > Setup > Dimensions > Tracking number groups   This Batch number group sho…  ( 12 min )
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    Microsoft Dynamics Partner Roundup: Municipal contract; New executive; ISV acquisition
    In this week’s Dynamics partner roundup, Digia receives a municipal services contract, Ciellos names a new executive vice president, and Paymerang acquires KwikTag and Sypht. Digia receives municipal services contract Finnish partner, Digia ,... Read the full text.  ( 12 min )
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    Mixed reality experience now more intuitive in Dynamics 365 Guides
    Microsoft aims to make mixed reality accessible and intuitive for frontline workers everywhere. With Dynamics 365 Guides, deskless workers use step-by-step holographic instructions to ensure process compliance, improve efficiency, and learn on the job. In 2022, new Microsoft Teams capabilities in Guides combined anyone, anywhere, seamless collaboration with the “see what I see” magic of HoloLens 2. In real-time, participants on a call could see what the HoloLens user saw, annotate their colleague’s three-dimensional space, and share needed files easily. We've just released another set of features in Guides to make this new experience even more intuitive and reliable. Draw anywhere with digital 3Dannotations Imagine being able to draw on any object, any surface, or in thin air. With our re…  ( 14 min )
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    Mixed reality experience now more intuitive in Dynamics 365 Guides
    Microsoft aims to make mixed reality accessible and intuitive for frontline workers everywhere. With Dynamics 365 Guides, deskless workers use step-by-step holographic instructions to ensure process compliance, improve efficiency, and learn on the job. The post Mixed reality experience now more intuitive in Dynamics 365 Guides appeared first on Microsoft Dynamics 365 Blog.  ( 8 min )

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    How to Deal With Missing Fields on Dual-write Table Custom Maps
    Dual-write Custom entity Maps: I bet, You're probably missing something. Roughly a year ago I had to create a complex Dual-write table map and I couldn't decide the approach to start with Dataverse first or Dynamics 365 FO. However, I knew I wanted to use a custom data entity with a custom table of Dataverse to complete the data mapping. So I began a process of table mapping using Dual-write. I could able to complete the data fields mapping process and try to start the map to initiate the data sync. However, it failed in testing due to some missing fields or columns. I had almost no experience with Dual-write troubleshooting to resolve the issue. The only option left with me was to step-by-step approach right from Dynamics 365 FO Data entity to Dataverse table fields. Real-world Dual-write…  ( 20 min )
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    Process Mining & Cost Accounting – Part 3
    Visit the post for more.  ( 9 min )
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    Cost Accounting Part 1 - Overview | March 29, 2023
    www.youtube.com/watch Presenters:  Alejandra Cabrales Orozco Alejandra.Cabrales@microsoft.com Amar Kumar Kumar.Amar@microsoft.com ~ In this first TechTalk, we will provide guidance on how to ge...(read more)  ( 11 min )

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    Cash flow forecast(inflow/outflow) calculation using SO/PO/Budget in Microsoft dynamics 365 finance and operations: Part-2
    This is the part-2 of cash flow forecast series, click here to ready Part-1. In this blog we will see how different transactions gets created and calculate Cash inflow and outflow and it is presented on power BI dashboards. Before We start the scenario lets understand how end to end process works , it has […]  ( 9 min )
    Cash flow forecast configuration in Microsoft Dynamics 365 finance and operations: Part-1
    You can use the cash flow forecasting tools to analyse upcoming cash flow and currency requirements, so that you can estimate the company’s future need for cash. In this blog primary focus is to complete the configuration for cash flow forecast calculation. So, before we start the configuration lets understand the key drivers for cash […]  ( 9 min )
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    Cash flow forecast(inflow/outflow) calculation using SO/PO/Budget in Microsoft dynamics 365 finance and operations: Part-2
    This is the part-2 of cash flow forecast series, click here to ready Part-1. In this blog we will see how different transactions gets created and calculate Cash inflow and outflow and it is presented on power BI dashboards. Before We start the scenario lets understand how end to end process works , it has […]  ( 9 min )
    Cash flow forecast configuration in Microsoft Dynamics 365 finance and operations: Part-1
    You can use the cash flow forecasting tools to analyse upcoming cash flow and currency requirements, so that you can estimate the company’s future need for cash. In this blog primary focus is to complete the configuration for cash flow forecast calculation. So, before we start the configuration lets understand the key drivers for cash […]  ( 9 min )
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    Updates to simplify using JSON
    We’re pleased to announce some exciting updates to how makers can use untyped objects. ParseJSON() and untyped objects are very flexible, but we’ve heard your feedback that improvements are needed to require less code and make untyped objects easier to use. So today’s announcement is all about implicit type conversion, or coercion. For untyped objects…  ( 7 min )
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    What’s New in 2023 Release Wave 1 for Dynamics 365 Business Central
    What’s New in 2023 Release Wave 1 for Dynamics 365 Business Central Microsoft has released the new updates to Dynamics 365 Business Central in the 2023 Release Wave 1 and has improvements with how it integrates with the Power Platform. There are some new features and functions that could be helpful for your business. In this blog I’ll be sharing the Dynamics 365 Business Central update details... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 5 min )
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    Deduct days from date time
    X++ to deduct days from date time:          utcdatetime dateTime;         date        datePart;         TimeOfDay   timePart;         int         monthPart;           // option 1         dateTime = DateTimeUtil::getSystemDateTime();         dateTime = DateTimeUtil::addDays(dateTime , -2);         info(strFmt("New date time is %1", dateTime));           // option 2         dateTime = DateTimeUtil::getSystemDateTime();         datePart = DateTimeUtil::date(dateTime) - 2;         timePart = DateTimeUtil::time(dateTime);         dateTime = DateTimeUtil::newDateTime(datePart, timePart);         info(strFmt("New date time is %1", dateTime));  ( 1 min )
    update_recordset / insert_recordset
    Update recordset:     MyTable myTableBuffer;     update_recordset myTableBuffer     setting         field1 = 1,         field2 = fieldX + fieldY     where field1 == 0; Insert recordset     insert_recordset myTable (myNum, mySum)         select myNum, sum(myValue)             from anotherTable             group by myNum             where myNum <= 100;  ( 1 min )
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    Cost Accounting Series - Dynamics 365 Supply Chain Management
    This TechTalk series will dive-in into the Cost Accounting module in Dynamics 365 Finance and Operations, in order for you to get the best of this module for your business. We will go from underst...(read more)  ( 11 min )
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    Insert templates faster with email template views
    If you are a customer service agent, you know how important it is to respond to your customers quickly and effectively. You also know how frustrating it can be to waste time searching for the right email template to use for each situation. That is why you need to use email template views while selecting an email template.  We have upgraded enhanced email template selection to help agents efficiently use email templates. With integrated record selection and email template views, finding the right email template is easier than before.  With email template views, just create a view with your choice of filters and then have it available when selecting the templates. Creating a view with your favorite or most used templates will help save a lot of time when working with emails.  In Customer S…  ( 13 min )
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    Insert templates faster with email template views
    With integrated record selection and email template views, finding the right email template is easier than before. The post Insert templates faster with email template views appeared first on Microsoft Dynamics 365 Blog.  ( 7 min )

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    Non-deductible VAT coming to Dynamics 365 Business Central worldwide
    You asked for it and we're delivering: With 2023 release wave 1, Microsoft Dynamics 365 Business Central will expand the non-deductible value-added tax (VAT) feature to our customers worldwide. It's required by almost all countries where VAT is used and was previously available only to our customers in Belgium, Italy, and Norway. We're excited to make it available everywhere our Business Central customers are. VAT is a tax that businesses must pay when they buy things. They can usually recover the tax by buying goods and services relating to their business activities. However, there are some situations in which a business incurs VAT that can't be recovered and isn't deductible. The expanded functionality covers the most common scenarios and can be easily extended if you need more features.…  ( 14 min )
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    Non-deductible VAT coming to Dynamics 365 Business Central worldwide
    You asked for it and we're delivering: With 2023 release wave 1, Microsoft Dynamics 365 Business Central will expand the non-deductible value-added tax (VAT) feature to our customers worldwide. The post Non-deductible VAT coming to Dynamics 365 Business Central worldwide appeared first on Microsoft Dynamics 365 Blog.  ( 9 min )
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    Make your Supply Chain Resilient and Agile with D365 F&O | PLM Integration Solution with ECM and Analytics Capabilities (Video)
    Make your Supply Chain Resilient and Agile with D365 F&O | PLM Integration Solution with ECM and Analytics Capabilities (Video) How can a manufacturing organization connect the diverse teams and activities to make the entire designing, building and supply chain processes work like a well-oiled machine? Discover how a PLM-ERP integration solution, together with engineering change management and analytics capabilities, connects your design and manufacturing functions, minimizes supply chain disruptions, and helps you make informed... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 18 min )
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    Dual-write: Types of Errors and How to Fix them
    Oopstheres an Error! :) 😬 While using Dual-write infrastructure we encounter a wide variety of different types of errors. Often, these errors leave us scratching our heads. Nevertheless, we can learn what those errors mean by understanding why we get them. Our life will be a lot easier if we know how to solve or avoid them! With the Dual-write Alert capability feature, we can set up an error of type to happen in minute(s) and hour(s) for all the table maps. In today's blog, let's understand what the 'Types of Error' are. Why do we get those errors? And how are we supposed to avoid them? What is an error? Errors that prevent your data sync operation from performing smoothly. Whether it is uni-directional or bi-directional using Dual-write infrastructure. There are eight main types of err…  ( 22 min )
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    Create a Custom Connector for your Web API from within Visual Studio
    I’m excited to announce that Power Platform is now a connected service in Visual Studio 2022 Preview! Code-first developers will now be able to create both APIs and connectors from within Microsoft Visual Studio, thereby minimizing context switching when developing custom connectors for Microsoft Power Platform. Let’s explore how to create a simple Power apps…  ( 6 min )
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    Performance best practices and patterns for E-commerce- Dynamics 365 Commerce | March 20, 2023
    www.youtube.com/watch Presenters:  Srinath Sundaresan ssundar@microsoft.com Pranav Kumar Kumar.Pranav@microsoft.com ~ The Dynamics 365 Commerce platform provides a rich online software developme...(read more)  ( 11 min )

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    Unlock Business Potential with the Microsoft Ecosystem
    Unlock Business Potential with the Microsoft Ecosystem Companies evaluating a critical business application like an ERP or CRM today often struggle to know how to make their choice. The truth is that from a low-level feature and function perspective, there’s very little to differentiate between most of the business applications on the market today. While no company should ignore those features and... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 9 min )
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    Release wave 1: Transforming customer experiences with generative AI and Dynamics 365
    Generative AI has left its mark on computing, and it's only the beginning. The world of business applications will never be the same. For several years now, we have been iterating on and shipping copilot features in Microsoft Dynamics 365, and I'm pleased to announce our next wave of value. And it's coming out just in time. Today's customers demand tailored experiences that cater to their individual needs. They expect businesses to be responsive on all communication channels and to treat each individual with knowledge of their overall relationship and journey. For example, recent research from LinkedIn found that over two-thirds of customers say they're less likely to engage with sellers whose initial outreach isn't tailored to them and their role.1 On the heels of our Business Application…  ( 17 min )
    Create beautiful email templates with enhanced email editor
    Customer service agents in the digital contact center can handle a variety of cases that require specialized knowledge and personal attention. At the same time, they might also find themselves answering the same types of questions or having to send emails with a common theme. Email templates make it easy to streamline and consolidate these types of tasks. With email templates, agents spend less time writing the same content repeatedly and more time helping the customers. Email templates help agents to optimize their time, improve productivity, and ensure consistent messaging. This translates to quick resolution and happy customers. To ensure agents can create email templates easily, Dynamics 365 Customer Service offers an enhanced email editor that allows agents to use a variety of layou…  ( 13 min )
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    Release wave 1: Transforming customer experiences with generative AI and Dynamics 365
    Generative AI has left its mark on computing, and it's only the beginning. The world of business applications will never be the same. The post Release wave 1: Transforming customer experiences with generative AI and Dynamics 365 appeared first on Microsoft Dynamics 365 Blog.  ( 12 min )
    Create beautiful email templates with enhanced email editor
    With email templates, agents spend less time writing the same content repeatedly and more time helping the customers. The post Create beautiful email templates with enhanced email editor  appeared first on Microsoft Dynamics 365 Blog.  ( 7 min )
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    Figure out your D365FO Print management setup
    Do you have a complex D365FO Print management setup with heavily used Account or Document overrides? When your reports get printed with unexpected results, are you wondering what the heck is going on? In that case, welcome to the club 😊. That is why we […] The post Figure out your D365FO Print management setup appeared first on Docentric AX.  ( 40 min )
    PDF/A Standard Versions and Conformance Levels
    The PDF/A standard defines specific requirements and constraints on the PDF file format to ensure that PDF/A-compliant documents are self-contained, device-independent and suitable for long-term archiving (the “A” stands for archive). These requirements include guidelines for fonts, color, metadata, transparency and other aspects of PDF […] The post PDF/A Standard Versions and Conformance Levels appeared first on Docentric AX.  ( 40 min )
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    Subcontract management in Dynamics 365 Project Operations | March 16, 2023
    www.youtube.com/watch Presenters:  Satish Panwar sapanwar@microsoft.com Martin Walker Walker.Martin@microsoft.com ~ Microsoft Dynamics 365 Project Operations connects sales, resourcing, project...(read more)  ( 11 min )

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    Microsoft Supply Chain Platform at Hannover Messe 2023
    In recent years, disruptions like COVID-19, geopolitical conflict, and natural disasters have challenged organizations to improve their supply chain resilience. A Microsoft-sponsored Harvard Business Review Analytic Services survey from October 2022 indicates that 94 percent of respondents view supply chain operations as a higher priority than they did three years ago. Moreover, 97 percent agree that a resilient supply chain positively affects a company’s bottom line.1 However, many organizations struggle to achieve this resilience due to technological challenges and a shortage of qualified talent. AI and related emerging technologies are helping businesses overcome these challenges by empowering teams with solutions that amplify and extend current capabilities. With this in mind, we’re ex…  ( 16 min )
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    Microsoft Supply Chain Platform at Hannover Messe 2023
    In recent years, disruptions like COVID-19, geopolitical conflict, and natural disasters have challenged organizations to improve their supply chain resilience. The post Microsoft Supply Chain Platform at Hannover Messe 2023 appeared first on Microsoft Dynamics 365 Blog.  ( 10 min )
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    Process Mining & Cost Accounting – Part 2
    Visit the post for more.  ( 9 min )
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    Microsoft Dynamics 365 Finance and Operations: Importing deployable package to UAT/Production using Lifecycle Services
    Overview In Microsoft Dynamics 365 Finance and Operations, development and customization can be done within development environment and deployed to UAT / Production environment. In this blog we are going to discuss how these changes can be deployed to UAT / Production environment Steps for deploying changes using Lifecycle Services Step -1: Create Deployable package […] The post Microsoft Dynamics 365 Finance and Operations: Importing deployable package to UAT/Production using Lifecycle Services appeared first on Impulz Technologies LLC.  ( 5 min )
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    Two outer joined tables in a report without duplicates from both sides
    I cannot find a particular term for this type of join; so I called it 'hanging left outer join'. Let's state the problem. We have two tables: - LedgerJournalTrans (trans) with a field mgcProjId, which is a reference to ProjTable. - mgcWarrantsDetails (details), which may have 0..N records for certain records from ProjTable. Examples of data in both may look like the following: If we apply standard outer join, the output will be as follows But we need to print all details records by 'hanging' them against the same projId, like this So, no duplicates from both tables must be present in the merged table. This is how you can achieve it.  /// /// Process report data. /// public void processReport() { Query query; …  ( 8 min )

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    Dynamics 365 SCM: Do not reserve in Inbound
    Dynamics 365 SCM: Do not reserve in Inbound ...(read more)  ( 15 min )
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    Dynamics 365 SCM: Do not reserve in Inbound
    You are going to have this error in Dynamics 365 Warehouse management, guaranteed. The error manifests itself at the production order picking or at sales order picking: the picking location is empty. Depending on the Location directive failures setup under the Warehouse management parameters this is going to either create a […] The post Dynamics 365 SCM: Do not reserve in Inbound appeared first on ER-Consult.  ( 8 min )

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    Conversation Intelligence with Sales Premium VS with Viva Sales | April 2023
    www.youtube.com/watch Presenters:  Amira Beldjilali - Sn FastTrack Solutions Architect Corina Balan – Sn Fast Track Solutions Architect ~ This TechTalk covers a comparison between feature...(read more)  ( 11 min )

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    Generic table methods
    Generic table methods:     ///     /// Find by natural key     ///     /// id for update VKTable record     static VKTable find(VKIdentifier     _id,                                   boolean           _forUpdate = false)     {         VKTable table;         if (_id)         {             if (_forUpdate)             {                 table.selectForUpdate(_forUpdate);             }             select firstonly table                 where table.Id == _id;         }         return interfaceSetup;     }     ///     /// Find by RecId     ///     /// RecId reference for update</par…  ( 1 min )
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    Asset Leasing transaction of lease summary in Dynamics 365 Finance & Operation Part 3
    Business Scenario Company ABC (lessee) has taken Mercedese on lease for 10 years on annual lease payment. Lease details are as below: Discounted Rate/Interest Rate 12% Life of Asset/lease period in months 120 Annual Payment  2,00,000...(read more)  ( 13 min )
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    Asset Management Mobile App - Dynamics 365 Supply Chain Management | March 22, 23 2023
    www.youtube.com/watch Presenters:  Nicole Gump ngump@microsoft.com Alejandra Cabrales Orozco Alejandra.Cabrales@microsoft.com Harshad Puthran hputhran@microsoft.com Johan Hoffmann johanho@micros...(read more)  ( 11 min )
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    2023 wave 1 releases AI, automation, and analytics in Microsoft Dynamics 365 Finance and Project Operations
    We surveyed more than 500 CFOs and senior business leaders for our 2023 Future of Finance Trends Report and found that many organizations continue to struggle with lack of IT resources, overwhelmed employees, and disconnected systems. In fact, while 79 percent outlined that they were shifting to owning business model innovation and empowering transformation across the organization, 88 percent said they don't have the IT resources or tools needed to drive operational efficiency and minimize busy work for their teams. Finance, human resources (HR), and project operations leaders need to reimagine processes to help their teams achieve more, faster.  With the 2023 release wave 1, we are delivering enhancements across Microsoft Dynamics 365 Finance, Dynamics 365 Project Operations, and Dynamics…  ( 18 min )
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    2023 wave 1 releases AI, automation, and analytics in Microsoft Dynamics 365 Finance and Project Operations
    With the 2023 release wave 1, we are delivering enhancements across Dynamics 365 Finance, Dynamics 365 Project Operations, and Dynamics 365 Human Resources that focus on helping our customers adapt faster, work smarter, perform better, and operate more sustainably. The post 2023 wave 1 releases AI, automation, and analytics in Microsoft Dynamics 365 Finance and Project Operations appeared first on Microsoft Dynamics 365 Blog.  ( 13 min )
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    MSDW Podcast: An update on mixed reality solutions for Microsoft Dynamics 365
    This episode is sponsored by Mazars . Microsoft continues to support Dynamics 365 mixed reality applications to support training and remote work scenarios, and the products get even more interesting when viewed against the backdrop of the rest... Read the full text.  ( 12 min )

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    To-Increase acquires Microsoft Dynamics ISV AX for Pharma
    The acquisition of AXP will help To-Increase expand its business and strengthen its presence in the process manufacturing vertical .... Read More Read the full text.  ( 12 min )
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    Process Mining & Cost Accounting – Part 1
    Visit the post for more.  ( 9 min )
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    Asset Leasing Basic Configuration in Dynamics 365 Finance & Operation Part 2
    Basic Configuration Below is the few mandatory setup required to record the lease transaction. Apart from these, there are additional setup required as business requirement.  1. Asset Leasing Parameter 1A. Journal Name setup Below are the journ...(read more)  ( 13 min )
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    Discrete Manufacturing Overview - Dynamics 365 Supply Chain Management | March 21, 2023
    www.youtube.com/watch Presenters:  Markus Otte Markus.Otte@microsoft.com Uday Soni udaysoni@microsoft.com Johan Hoffmann johanho@microsoft.com ~ Discrete production is one of three production c...(read more)  ( 11 min )

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    Adding a Bundle item on the Call Center Sales order and are unable to Explode the bundle item.
    The bundle item is part of Revenue recognition functionality.  This feature allows you to Allocate revenue, to help ensure that the appropriate revenue price is recognized, based on the value of the components on multi-element orders. A bundle master item will have component items.  When you add the master item to a sales order, when you confirm the order, the Bundle master item will automatically be exploded and add the bundle components to the sales order. When you add a bundle master item to a Call Center Sales order, this item will not be exploded to the sales line.  With a Call Center Sales Order, there is the added step of Completing the order and capturing the payment and the Confirm Sales order is not done. When adding a bundle item to a Call Center Sales order, you will receive the following error:                 “Enter a base sale price on at least one bundle component” Per the Revenue Recognition documentation: Revenue recognition, including bundle functionality, isn't supported for use in Commerce channels (e-commerce, POS, call center). Items configured with revenue recognition should not be added to orders or transactions created in Commerce channels. Currently, this is a limitation in the architecture for Call Center. See the following documentation:  https://docs.microsoft.com/en-us/dynamics365/finance/accounts-receivable/revenue-recognition-overview  ( 13 min )
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    Power Apps on Windows updates
    We built Power Apps on Windows (General Available since June 2022) so that your apps can take advantage of advanced device capabilities and offline support from your PC or tablet. We’ve added some great new features that we’d like to share with you. What’s new? Recent and pinned apps. Find recent apps and pin favorite…  ( 6 min )
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    Asset Leasing General Introduction in Dynamics 365 Finance & Operation Part 1
    Introduction Asset leasing is an advanced capability for managing, tracking, and automating financial transactions for leased assets in Microsoft Dynamics 365 Finance. Asset leasing complies with International accounting standards (IFRS 16) and US GA...(read more)  ( 12 min )
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    Release wave 1 expands agility, automation, and innovation across Microsoft Dynamics 365 and Power Platform
    Today we launched 2023 release wave 1 for Microsoft Dynamics 365 and Microsoft Power Platform, a rollout of new features and enhanced capabilities slated for release between April and September 2023. The updates include Copilot for Dynamics 365 and Copilot for Microsoft Power Platform, bringing the power of next-generation AI capabilities and natural language processing to business processes. Release wave 1 also introduces hundreds of new and updated user experiences to collaboratively solve challenges, streamline workflows, and help individuals and teams focus on what matters most. The 2023 Microsoft Business Applications Launch Event, available to view on demand, is a great way to get up to speed on the release wave and learn how organizations are already using these capabilities to tran…  ( 18 min )
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    Release wave 1 expands agility, automation, and innovation across Microsoft Dynamics 365 and Power Platform
    Today we launched 2023 release wave 1 for Microsoft Dynamics 365 and Microsoft Power Platform, a rollout of new features and enhanced capabilities slated for release between April and September 2023. The post Release wave 1 expands agility, automation, and innovation across Microsoft Dynamics 365 and Power Platform appeared first on Microsoft Dynamics 365 Blog.  ( 12 min )

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    Dynamics 365 Implementation Portal now available
    We are excited to announce the launch of the Dynamics 365 Implementation Portal. The implementation portal is a self-serve tool that helps Dynamics 365 customers and partners manage their project data, users, and reviews. It also provides access to tailored implementation guidance to help ensure a successful cloud deployment. Manage project data: Manage project data and users, profile projects by selecting the relevant Dynamics 365 products and features, and define other project characteristics. Execute project reviews: Identify potential risks, mitigation recommendations, and other best practices based on the Success by Design framework to support a successful go-live. Access tailored guidance: Access tailored implementation guidance, including feature and product documentation, TechTalks, training materials, and case studies. The implementation portal is based on Success by Design, a systematic approach for successful cloud deployment that was developed by Microsoft. Success by Design provides prescriptive guidance for designing, building, and deploying your new Dynamics 365 solution. Eligible customers may also collaborate with Microsoft FastTrack solution architects. The FastTrack team of product experts can help you validate the architecture of your solution, mitigate risks, and overcome deployment blockers. The Dynamics 365 Implementation Portal represents a significant step in equipping all Dynamics 365 customers with the necessary resources to go live with confidence. Next steps Sign up for the Dynamics 365 Implementation Portal: https://aka.ms/D365ImplementationPortal Learn more about the implementation portal: https://aka.ms/D365ImplementationPortal-Docs Not yet a Dynamics 365 customer? Take a tour and get a free trial. The post Dynamics 365 Implementation Portal now available appeared first on Microsoft Dynamics 365 Blog.  ( 13 min )
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    Dynamics 365 Implementation Portal now available
    We are excited to announce the launch of the Dynamics 365 Implementation Portal. The implementation portal is a self-serve tool that helps Dynamics 365 customers and partners manage their project data, users, and reviews. The post Dynamics 365 Implementation Portal now available appeared first on Microsoft Dynamics 365 Blog.  ( 7 min )
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    PGE saves over 38 million dollars from Power Platform solutions and a Center of Excellence
    Pacific Gas and Electric Company (PG&E) adopted Microsoft Power Platform saving them over 38.5 million US Dollars in two years and enabling over 1,300 digital creators.  ( 9 min )
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    Planning Optimization Updates: Wave 1 2023 - Dynamics 365 Supply Chain Management | March 15, 2023
    www.youtube.com/watch Presenters:  Anne Krupke annekrupke@microsoft.com Beatriz Nebot Gracia Beatriz.Nebot@microsoft.com Anders Sorensen anderson@microsoft.com ~ This TechTalk will provide a re...(read more)  ( 11 min )

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    Excel add-ins – Config & set up – D365 F&O
    Microsoft Excel can change and quickly analyze data. The Excel Data Connector app interacts with Excel workbooks and OData services that are created for publicly exposed data entities. The Excel Data Connector add-in enables Excel to become a seamless part … Continue reading →  ( 11 min )
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    What’s new: Power Apps March 2023 Feature Update
    Welcome to the Power Apps monthly feature update! We will use this blog to share a summary of product, community, and learning updates from throughout the month so you can access it in one easy place. A variety of new and highly anticipated features are now available which we are very excited to share including…  ( 17 min )

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    PowerPlatform, ChatGPT & Pokemon
    The video is available in German language only. Please use an online translation tool or check it out with English … Continue reading →  ( 9 min )

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    Integrating Dynamics 365 Business Central with Dynamics 365 CRM Applications
    Integrating Dynamics 365 Business Central with Dynamics 365 CRM Applications When Dynamics 365 Business Central is integrated with Dynamics 365 CRM applications such as Dynamics 365 Sales or Field Service, your business will benefit from having a single, reliable source of truth. For example, we’ve integrated Business Central and Dynamics 365 Field Service for a waste management company to make their whole customer lifecycle, from... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 8 min )
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    Post-Dated Cheque End-to-End Setup and Process Demo on Microsoft Dynamics 365 Finance
    Dear Microsoft BizApps Community, Welcome to my next blog on Post-Dated Cheque(PDC) End to End Setup and Process Demo on Microsoft Dynamics 365 Finance and Operations. PDC is a very interesting concept in FInance and in this Video I have tried to art...(read more)  ( 12 min )
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    Supercharge sales conversion in 3 easy steps to drive revenue and customer wins!
    Converting leads and opportunities directly contributes to the company's revenue. To increase conversion rate companies often need a number of factors to align. First, it's about matching the right seller to take the deal forward.  As a business owner or sales manager, finding the best seller to work on the new lead can really make or break a customer relationship. We need to look carefully not just at the seller with the highest close rate, but also balance that with their availability and expertise to attend to the customer’s needs and requirements.   Applying the right business tactic to close a deal at the right moment is the second key to success. We must recognize where the buyer is in their sales journey and employ the right action to engage. If we can use technology to help provide…  ( 16 min )
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    Supercharge sales conversion in 3 easy steps to drive revenue and customer wins!
    Converting leads and opportunities directly contributes to the company's revenue. The post Supercharge sales conversion in 3 easy steps to drive revenue and customer wins!  appeared first on Microsoft Dynamics 365 Blog.  ( 10 min )
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    Spring 2023 – Presenting at Upcoming User Group Conferences
    I’m excited to be speaking in-person at a couple upcoming conferences and sharing my knowledge and expertise! Here are two spring 2023 conferences I am speaking at! DynamicsCon Live! DynamicsCon Live! is being hosted in Scottsdale, Arizona from May 22nd – May 25th and looks to have an awesome line up of speakers and content! […] The post Spring 2023 – Presenting at Upcoming User Group Conferences appeared first on Alex Meyer.  ( 14 min )

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    D365 eCommerce – My personal copy-paste blog
    This blogpost is meant for myself as a copy-paste of stuff I often use when working with Dynamics 365 eCommerce. If others can benefit from it just makes me happy. URL’s when working with D365 eCommerce sites: Depending on the URL, you need to add the prefix ‘?’ for the first parameter, and ‘&’ for … Continue reading D365 eCommerce – My personal copy-paste blog  ( 11 min )
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    MSDW Podcast: Document management in today's Dynamics 365 projects
    This episode is sponsored by Formpipe . Microsoft Dynamics 365 projects have the potential to impact organizations both in terms of the quality of internal operations and their customer-facing activities. On this episode, Formpipe’s Commercial... Read the full text.  ( 12 min )
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    Production order should not get Released on material shortage
    Production order should not get Released on material shortage E...(read more)  ( 11 min )
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    Production order should not get Released on material shortage
    There is an evergreen issue in Dynamics 365 material reservation for production: despite the policy “Require full reservation“, the production order is released even if there is a shortage of materials: The issue is very well known, I have been combating it since 2018. It has been reported to Microsoft on […] The post Production order should not get Released on material shortage appeared first on ER-Consult.  ( 6 min )
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    Enhanced security for implicitly shared connections in Power Apps
    We are excited to announce enhanced security for implicitly shared connections in Power Apps. Many customers have asked for this feature, and it is now available in all commercial regions as Experimental Preview. Power Apps’ implicitly shared connections are ones that use a fixed credential such as a SQL Server connection string rather than the…  ( 5 min )
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    Customer Service voice support channel launches in India and Switzerland
    Since the November 2021 launch in select geographic regions of the native voice channel in Microsoft Dynamics 365 Customer Service, we have been expanding worldwide to satisfy growing customer demand. We are proud to announce that we now support local country regions as well. As of April 1, 2023, the voice support channel is live in India and Switzerland.  Native voice support channel capabilities  The integrated voice channel allows customer service representatives to communicate with customers on the phone to resolve issues. The India and Switzerland launches include all the features that the voice channel in Customer Service omnichannel environments supports today.  Self-serve voice support channel with Power Virtual Agents  The general availability launch in India and Switzerland also…  ( 13 min )
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    Customer Service voice support channel launches in India and Switzerland
    As of April 1, 2023, the voice support channel in Dynamics 365 Customer Service is live in India and Switzerland. The post Customer Service voice support channel launches in India and Switzerland  appeared first on Microsoft Dynamics 365 Blog.  ( 7 min )

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    Modern controls coming to canvas apps
    Following on from the launch of the new look for model driven apps, we’re making the same modern controls available to canvas apps through an opt in preview. The new controls bring the following improvements:  Modern – A focused and less cluttered design that supports richer interaction states and elevation, provides a higher usability baseline…  ( 6 min )
    Solution checker enforcement in Managed Environments
    We are excited to announce the public preview of solution checker enforcement, a new feature in Managed Environments that gives admins much more control over the customizations in their environments! Solution checker enforcement allows you to block or warn on solution imports with critical severity violations, as defined in the solution checker rules. These violations…  ( 6 min )
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    The New Way to Do Bank Reconciliation in Dynamics 365 Business Central
    The New Way to Do Bank Reconciliation in Dynamics 365 Business Central The upcoming 2023 Wave 1 update to Dynamics 365 Business Central will be changing the behavior of bank reconciliations. Read the 2023 release wave 1 details here. Stay tuned for an upcoming blog that will feature some other highlights from this list. With respect to the changes that will impact bank reconciliations, we recommend that... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 4 min )
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    Custom help toolkits for Dynamics 365 to be retired in April 2023
    If you've been using the custom help toolkits for Dynamics 365 finance and operations apps or Dynamics 365 Business Central, then change is coming your way. If you've never used either toolkit, you can stop reading now. What's changing The custom help toolkits started out as a way to connect your own help content to Dynamics 365 and to customize Microsoft's help content. But times change, technology changes with them, and we no longer recommend that you customize our content. Instead, we recommend that you create your own help content using any tools you prefer, and then let that override Microsoft's content. After April 11, 2023, the toolkits will be archived. We're also removing content from our contributor guides that encourages customizing our content. Everyone can still contribute to our documentation, but in English only. Why are you making this change? The custom help toolkits are being used less and less. We know custom solutions are still running on versions that are or soon will be unsupported. We expect those migration projects will be complex enough that existing custom help can't be easily reused. If you find that you need one of the tools in the archived toolkits, you can download a release package and extract the one you need. What about custom help? If you develop a solution that's based on Dynamics 365, you should continue to deliver documentation for its users. Use any tools you prefer. If your solution includes Dynamics 365 Finance, Supply Chain Management, or Commerce, and you need to connect your content to the in-product help pane, download the AzureSearchCustomHelp solution. Learn more at Connect a custom help website to the Help pane. Not yet a Dynamics 365 customer? Take a tour and get a free trial. The post Custom help toolkits for Dynamics 365 to be retired in April 2023 appeared first on Microsoft Dynamics 365 Blog.  ( 13 min )
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    Custom help toolkits for Dynamics 365 to be retired in April 2023
    If you've been using the custom help toolkits for Dynamics 365 finance and operations apps or Dynamics 365 Business Central, then change is coming your way. The post Custom help toolkits for Dynamics 365 to be retired in April 2023 appeared first on Microsoft Dynamics 365 Blog.  ( 7 min )

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    Utilizing Telemetry Data Within D365FO
    I’ve written before about the telemetry data now available in D365FO, but is there a way to consume this telemetry data within the application itself? Let’s see how we could do this! Problem Statement In our case let’s see if we could automatically disable users that have not logged in within the last 90 days. […] The post Utilizing Telemetry Data Within D365FO appeared first on Alex Meyer.  ( 14 min )
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    Best Practices for Dynamics AX to Dynamics 365 Finance & Operations Upgrades
    Best Practices for Dynamics AX to Dynamics 365 Finance & Operations Upgrades The purpose of this article is to educate users on what to expect before, during and after an upgrade from Dynamics AX to Dynamics 365 Finance & Operations. This blog is geared towards company decision makers and Dynamics AX subject matter experts, and not meant as a technical resource. If you are interested in more... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 6 min )

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    How To Use InsertDatabase In D365
    In this article, learn how to use insertDatabase in D365 to insert multiple records into a table faster than calling the insert method on each record. There are several different ways to insert data into tables in Microsoft Dynamics 365 F&O. The most common is to call the insert method on the table buffer. However,... Continue Reading → The post How To Use InsertDatabase In D365 appeared first on Dynamics 365 Musings.  ( 11 min )

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    Data Entities for Finance and Operations
    As promised, please find the source code that generates the spreadsheets that contain the metadata for the Finance and Operations data entities here. If you find this software useful, or have a suggestion to improve it I would love to hear from you.  ( 3 min )

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    Create table in email body using X++ code.
    Hi All, Today we are going to see how to create table in email body without using email templates. Please refer below example.Note - Please make sure your email parameter setup is done and you able to send test email.Expected result: X++ Codeint...(read more)  ( 13 min )
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    How to Create a Sandbox in Dynamics 365 Business Central
    How to Create a Sandbox in Dynamics 365 Business Central Dynamics 365 Business Central users are able to refresh sandboxes by copying the production environment. If you are an Encore customer and you need assistance, please submit a ticket to our Encore Care team through email or the portal, and our team can help you/have this done for you. Currently you are able to have... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 4 min )
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    Microsoft BizApps Deutschland Podcast #9
    [German language podcast] In der neuesten Ausgabe des Microsoft BizApps Deutschland Podcasts spreche ich mit Lisa Pulsinger und David Lu … Continue reading →  ( 9 min )
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    How to bulk expire & delete non-primary addresses – DIXF – D365F&O
    We had a situation in one of our projects where the customer postal addresses were imported twice by mistake. The import was close to 10000 records and manually correcting them was impossible. There were few options left with us to … Continue reading →  ( 13 min )

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    Introducing a new era of AI-powered experiences in Dynamics 365 Business Central
    This is an exciting time in the evolution of AI, and you don't have to look far to see the headlines on ways it is changing the world. From advanced machine learning models to breakthrough natural language technology, new opportunities to use AI to improve the way we work are surfacing daily. AI innovation can free employees from mundane, repetitive tasks and allow them to focus on the work that matters most, increasing job satisfaction and pushing productivity to new heights. According to our recent survey on business trends, 89 percent of those with access to automation and AI-powered tools feel more fulfilled because they can spend time on work that truly matters.1 Microsoft Dynamics 365 Business Central brings the power of AI to small and medium-sized businesses with features that help…  ( 15 min )
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    Introducing a new era of AI-powered experiences in Dynamics 365 Business Central
    This is an exciting time in the evolution of AI, and you don't have to look far to see the headlines on ways it is changing the world. From advanced machine learning models to breakthrough natural language technology, new opportunities to use AI to improve the way we work are surfacing daily. The post Introducing a new era of AI-powered experiences in Dynamics 365 Business Central appeared first on Microsoft Dynamics 365 Blog.  ( 9 min )
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    Cost Price is zero for Returned Product
    There some scenarios when Cost Price is zero for returned product in POS. 1. When you do a "Blind return". This means you 'Return product' in POS without any settlement to the original sales transaction. Then Cost price might be zero. 2. When sales and return transaction is in the same statement (even 'Return transaction' is used). Then Cost price might be zero. Using trickle feed feature, it should be only about 2% when the scenario of having the sales and return in the same statement can happen. (For this one we have a feature request # 15482192 to analyze and improve in future versions). In both above options we cannot find the original cost price. How to avoid zero cost price in Inventory transactions: When creating new product – you need to enter Default Purchase Price. If you do not do that in step 1, you can enable ‘Latest cost price’ on a Product:   When the parameter 'Latest cost price' is enabled, Cost price will be filled in with Latest cost price once Purchase Invoice is posted. Then this cost price will be automatically filled in Sales order return line in field ‘Return cost price’ and Inventory return transaction will be filled in with Cost price.   If above options are not accepted for your business scenario – you would need to create a customization.  ( 13 min )
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    Digitally transform physical workflows by turning the devices you already have into cost-efficient scanning tools
    Scanning barcodes is a critical part of many frontline worker workflows – whether you are managing shelves in a retail store, inventorying goods in a warehouse, managing assets on the factory floor, or accessing records in a hospital. We are excited to share the immediate general availability (GA) of the improved barcode reader control. Workers…  ( 6 min )

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    See what’s new for Dynamics 365 at the Microsoft Business Applications Launch Event
    The first release wave of 2023 kicks off in just a few weeks! You're invited to get a sneak preview of what's new at the Microsoft Business Applications Launch Event, streaming live on April 4 at 9:00 AM Pacific Time. Tune in live, or on-demand after the live broadcast, for news and demos showcasing some of the hundreds of product features and innovation heading to Microsoft Dynamics 365 and Power Platform. Sign up for the event today for reminders, agenda updates, and instructions to tune in live from your desktop or mobile device. Business Applications Launch Event The latest updates across Microsoft Dynamics 365 and Power Platform Register for the event What to expect at the Business Applications Launch Event Featuring news and product demos, the event will cover updates launc…  ( 14 min )
    Improve customer loyalty and reduce fraud with Nuance Gatekeeper
    Nuance Gatekeeper is a biometric authentication and fraud prevention technology that can be integrated with Microsoft Dynamics 365 Customer Service. It offers a streamlined verification process that allows contact centers to identify customers through natural conversation without relying on specific questions, security codes, or secret questions and answers.  This technology provides a secure and seamless way to verify customer identities so call center agents can focus their attention on serving these individuals. The results include increased customer satisfaction and reduced average call handling times. By using voice biometrics, Nuance Gatekeeper can quickly and accurately verify a customer’s identity, significantly reducing the risk of fraud and protecting customers’ personal data fro…  ( 14 min )
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    See what’s new for Dynamics 365 at the Microsoft Business Applications Launch Event
    Businesses today are constantly facing new and bigger challenges. Technology is diversifying and evolving faster than ever to address these issues, giving industries across the board a growing number of solutions to sift through. The post See what’s new for Dynamics 365 at the Microsoft Business Applications Launch Event appeared first on Microsoft Dynamics 365 Blog.  ( 8 min )
    Improve customer loyalty and reduce fraud with Nuance Gatekeeper
    Nuance Gatekeeper is a biometric authentication and fraud prevention technology that can be integrated with Microsoft Dynamics 365 Customer Service. It offers a streamlined verification process that allows contact centers to identify customers through natural conversation without relying on specific questions, security codes, or secret questions and answers. The post Improve customer loyalty and reduce fraud with Nuance Gatekeeper appeared first on Microsoft Dynamics 365 Blog.  ( 8 min )
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    Celebrating the first graduates of the Microsoft Power Up Program
    Microsoft is a leader in enterprise low-code application platforms. We’re excited to announce that our first 18 learners have successfully graduated from the Microsoft Power Up Program, a 12-week skilling program designed to enable non-technical professionals to successfully advance their careers with low-code application development using Microsoft Power Platform technologies. Congratulations, graduates! Power Up Program popularity…  ( 7 min )
    Explore new capabilities in Microsoft Power Apps at the Microsoft Business Applications Launch Event
    Businesses today are constantly facing new and bigger challenges. Technology is diversifying and evolving faster than ever to address these issues, giving industries across the board a growing number of solutions to sift through.  ( 7 min )

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    Expense Deferrals [Purchase accruals] with Invoice journal [Non PO] using subscription billing in Microsoft Dynamics 365 finance and operations: Part-7
    Managing purchase accruals has been a difficult task in Microsoft dynamics though we have accrual scheme but that doesn’t provide better reporting and control over accrual schedule. Now this has been resolved using the new module subscription billing and in this blog I am going to show you how we can manage purchase accruals in […]  ( 9 min )
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    Expense Deferrals [Purchase accruals] with Invoice journal [Non PO] using subscription billing in Microsoft Dynamics 365 finance and operations: Part-7
    Managing purchase accruals has been a difficult task in Microsoft dynamics though we have accrual scheme but that doesn’t provide better reporting and control over accrual schedule. Now this has been resolved using the new module subscription billing and in this blog I am going to show you how we can manage purchase accruals in […]  ( 9 min )
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    Now in preview: CoE Starter Kit backed by data from self-serve analytics data export
    In 2019, we launched the Center of Excellence (CoE) Starter Kit – a set of templates that are designed to help you get started with developing a strategy for adopting, maintaining and supporting Microsoft Power Platform, with a focus on Power Apps and Power Automate. In the past three years we’ve continued to evolve and innovate as we learn from our customers. Today we’re excited to announce that the CoE Starter Kit can now use data provided by self-serve analytics as a foundation for inventory and telemetry, enabling rich insights built for scale.  ( 10 min )
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    How we can use GPT-4 to continually improve AI models in Dynamics 365 and Power Platform
    Across Dynamics 365, Power Platform, and Viva Sales, we've introduced, and will continue delivering, a cascade of AI capabilities to help businesses and individuals achieve more. Earlier this month, we announced Dynamics 365 Copilot, a collaboration with OpenAI that uses large language models to provide AI-powered assistance across business functions. For instance, a smart news insights capability for Microsoft Supply Chain Platform alerts warehouse and logistics professionals to external events, such as weather or geo-political activities, that might trigger a disruptionand then proactively helps them plan their mitigation with Copilot-powered content.  GPT-4 will bring more powerful capabilities to Microsoft business applications The Azure OpenAI service uses large-scale, generative mode…  ( 14 min )
    Dynamics 365 Finance and Operations extends out-of-the-box country coverage in Latin America
    Our customers run Dynamics 365 Finance and Operations applications globally and must meet multiple tax compliance and other regulatory and local business practice requirements (we call them localizations). These requirements are complex and change frequently, especially in many countries within Latin America (LATAM). As a part of our continuous commitment to customers and partners and following our strategy of expanding the out-of-the-box country coverage, in 2023 release wave 1, we will ship localizations for seven additional LATAM countries: Chile, Colombia, Costa Rica, Nicaragua, Panama, Paraguay, Uruguay. Microsoft localizations for these new countries were built in collaboration with Finnie, S.A., an affiliate of Artware SRL based on their LATAM localization solution. To better align …  ( 14 min )
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    How we can use GPT-4 to continually improve AI models in Dynamics 365 and Power Platform
    Across Dynamics 365, Power Platform, and Viva Sales, we've introduced, and will continue delivering, a cascade of AI capabilities to help businesses and individuals achieve more. The post How we can use GPT-4 to continually improve AI models in Dynamics 365 and Power Platform appeared first on Microsoft Dynamics 365 Blog.  ( 8 min )
    Dynamics 365 Finance and Operations extends out-of-the-box country coverage in Latin America
    Our customers use D365 Finance and Operations to meet multiple tax compliance and other regulatory and local business practice requirements. These requirements are complex, especially in many Latin American countries. The post Dynamics 365 Finance and Operations extends out-of-the-box country coverage in Latin America appeared first on Microsoft Dynamics 365 Blog.  ( 8 min )

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    Wrong packing slip (delivery note) is printed for sales order
    There is an error in standard SalesPackingSlipDP class:     protected SalesPackingSlipHeaderTmp createReportData()     {         this.initializeReportData();         custPackingSlipVersion  = custPackingSlipVersion::find(this.parmPackingSlipContract().parmRecordId());         custPackingSlipJour     = custPackingSlipJour::findRecId(custPackingSlipVersion.custPackingSlipJour);                  return this.createSalesPackingSlip();     } Regardless of which table record RecId report contract contains CustPackingSlipVersion record is selected. Even though the same class contains the following method:     protected CustPackingSlipJourRecId retrieveJournalRecId(SalesPackingSlipContract _salesPackingSlipContract)     {         RecId                       recId = _salesPackingSlipContract.parmRe…  ( 1 min )
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    Try the new Power Fx Formula Bar in Power Apps Studio
    A new Power Fx editing experience Today we are announcing a new Power Fx formula editing experience in Power Apps Studio.  The new formula editor is available an experimental feature that we encourage you to turn on in your apps and try out!  The new editor is based on the powerful Monaco shared code editor…  ( 7 min )
    New: Request a Power Apps premium license from org admins
    Power Apps is excited to share that users can now request a license from their admin – directly in product! If a user is trying to run an app that requires a license, they will see the option to ‘Request a license’, in addition to the buy a license or start a trial option (if…  ( 6 min )
    Releasing the February Update for the Developer Tools (Power Platform CLI)
    We are happy to finally release our February update for the Power Platform CLI. For those of you who are new, our pattern has been that we release an update for the work done in the last month, in the current month. Usually, we each include some new capabilities, along with the usual fixes that…  ( 7 min )
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    Data Entity refresh performance improvements
    If we refresh the data entities due to changes to our metadata, it has been taking a while before. Microsoft tried to address this by moving the process out to run in a batch job, but there are things...(read more)  ( 13 min )
    BACPAC import failure fix
    It is a common task to move databases between a Microsoft-managed environment and a self-service machine. From Azure SQL we can only take a BACPAC export, which needs to be imported/converted into Mic...(read more)  ( 13 min )
    DynamicsMinds 2023 conference speaker
    I am happy to announce that I have been selected as a DynamicsMinds 2023 conference speaker. It is going to be one of the biggest events for Business Applications in Europe, with dozens of Microsoft p...(read more)  ( 13 min )
    Microsoft is embracing AI
    It has been no secret that Microsoft wanted to make something extraordinary by investing $1-billion in the OpenAI company. This was a message to the world that Microsoft is embracing AI. And in the pa...(read more)  ( 13 min )
    Self-service VM is slow when getting latest changes
    We have  deployed a cloud-hosted environment in our Azure subscription which is of type Build/Test. When we wanted to remote in and use Visual Studio Team Explorer, we have noticed that the self-servi...(read more)  ( 13 min )
    DMF TransferStatus to check entity processing
    When we work with a Data Entity in D365FO, it can get tricky to track how transfers are going and how much is left. Here is a quick SQL snippet to query staging tables to figure out DMF TransferStatus...(read more)  ( 13 min )
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    Field Fixed Relation in D365 with Example
    In the previous article, I already explained the normal relations in d365 finance and operations. In this article I will explain field fixed relation in D365 is f&o. A table relation associates two tables that contain related information. Usually, the primary key field of one table appears as a foreign key field of the related table. The table with the primary key is called the parent table. The table with the foreign key is called the child table. A relation on a table can restrict the rows in the table or restrict the values that can be in a particular field. A common use of relations is to associate rows in one table with corresponding rows in another table. Relations enable many forms to display data from multiple tables. Some relations restrict the rows in the table by testing the v…  ( 37 min )

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    Archive inventory transactions in Microsoft Dynamics 365 finance and operations
    Over time, the inventory transactions table (InventTrans) will continue to grow and consume more database space. Therefore, queries that are made against the table will gradually become slower. This article describes how you can use the Inventory transactions archive feature to archive data about inventory transactions to help improve system performance. Only financially updated inventory transactions can […]  ( 9 min )
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    Archive inventory transactions in Microsoft Dynamics 365 finance and operations
    Over time, the inventory transactions table (InventTrans) will continue to grow and consume more database space. Therefore, queries that are made against the table will gradually become slower. This article describes how you can use the Inventory transactions archive feature to archive data about inventory transactions to help improve system performance. Only financially updated inventory transactions can […]  ( 9 min )
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    Dynamics 365 & Microsoft Sustainability Manager … by the way
    Visit the post for more.  ( 9 min )

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    Extracting Trial balance information out of Dynamics 365 for Finance and Operations for consolidation through integration
    Exporting trial balance from Dynamics 365 for Finance and Operations is a common ask for consolidation purpose by third party software’s like blackline ,Hyperion etc. I have uploaded a code sample for generating report in csv format on my github page. The following steps would help you to configure this project and a successful test. […]  ( 10 min )

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    Introducing New Asset Management Mobile App for Dynamics 365 Supply Chain Management
    We are thrilled to announce the public preview release of the Asset Management mobile app for Dynamics 365 Supply Chain Management. The app is available for all commonly used mobile platforms, devices, and form factors. The app enables maintenance workers to review their assigned jobs, mark tasks as complete, enter notes, and log the time and materials consumed. Other staff can use the app to quickly file maintenance requests by scanning a barcode, entering notes, and submitting photos. The Asset Management mobile app in action Jody, a production manager at Contoso Inc., is preparing a presentation and notices that the monitor cable in the meeting room is broken. She immediately launches the Asset Management mobile app so she can report this incident. She scans the bar code on the monitor…  ( 14 min )
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    Introducing New Asset Management Mobile App for Dynamics 365 Supply Chain Management
    We are thrilled to announce the public preview release of the Asset Management mobile app for Dynamics 365 Supply Chain Management. The post Introducing New Asset Management Mobile App for Dynamics 365 Supply Chain Management appeared first on Microsoft Dynamics 365 Blog.  ( 8 min )
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    Learn Power Platform in 30 days
    Learn Power Platform in 30 days The post Learn Power Platform in 30 days appeared first on Parag Chapre.  ( 9 min )
    Learn Power Platform in 30 days
    Learn Power Platform in 30 days  ( 6 min )
    Learn Power Platform in 30 days
    If you are planning to learn Power Platform and not getting resources, then it is your chance to learn Power Platform in just 30 days. On the internet/YouTube, you can find many resources, but Microsoft Cloud Advocates created a series which can be very helpful for the beginner or those who want to start their... Continue Reading →  ( 14 min )
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    TechTalk: Call Center Operations - Dynamics 365 Commerce | March 8, 2023
    www.youtube.com/watch Presenters:  Pranav Kumar Kumar.Pranav@microsoft.com Meenu Laul meenulaul@microsoft.com ~ In Dynamics 365 Commerce, a call center is a type of channel that can be defined ...(read more)  ( 11 min )

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    Optimizing Supply Chain Performance through Collaboration using Generative AI
    The advent of next-generation Artificial Intelligence(AI) is ushering in a new era of heightened productivity and efficiency. This is spurring novel breakthroughs in the supply chain domain. With AI’s transformative influence, the conventional ways of operations managers collaborating with suppliers, vendors, and third-party service providers are being revamped to streamline the entire process. By collaborating with suppliers and utilizing state-of-the-art AI, Supply Chain managers can enhance supply chain performance and avert logistics disruptions triggered by diverse external factors. We're excited to launch Copilot in Microsoft Supply Chain Center,  which harnesses generative AI to assist Supply Chain managers in real-time communication with suppliers regarding specific news. Copilot …  ( 15 min )
    Copilot in Viva Sales available as thousands of customers adopt next-generation AI in Dynamics 365 Copilot and Power Platform
    Since first announcing new AI-powered experiences for Microsoft Viva Sales last month, we've given these capabilities a nameCopilot in Viva Salesand introduced new sales scenarios and updates. All of this is happening in conjunction with the introduction of Dynamics 365 Copilotthe world's-first AI copilot in both customer relationship management (CRM) platforms and finance applications enterprise resource planning (ERP). To date, tens of thousands of customers have used next-generation AI capabilities in Dynamics 365 Copilot and within Microsoft Power Platform.  Today's debut of Microsoft 365 Copilot powers even more ways to unleash creativity, unlock productivity, and uplevel skills. For sellers, the seamless integration of Copilot across Microsoft 365 and Viva Sales (as well as AI-powere…  ( 16 min )
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    Optimizing Supply Chain Performance through Collaboration using Generative AI
    The advent of next-generation AI is ushering in a new era of heightened productivity and efficiency, spurring novel breakthroughs in the supply chain domain. The post Optimizing Supply Chain Performance through Collaboration using Generative AI appeared first on Microsoft Dynamics 365 Blog.  ( 9 min )
    Copilot in Viva Sales available as thousands of customers adopt next-generation AI in Dynamics 365 Copilot and Power Platform
    Since first announcing new AI-powered experiences for Microsoft Viva Sales last month, we've given these capabilities a nameCopilot in Viva Salesand introduced new sales scenarios and updates. We want to ensure that salespeople feel empowered to focus on what matters, which is deeper engagements with customers. The post Copilot in Viva Sales available as thousands of customers adopt next-generation AI in Dynamics 365 Copilot and Power Platform appeared first on Microsoft Dynamics 365 Blog.  ( 10 min )
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    Publicado ISV License Generator v0.6
    Ayer lancé una nueva versión de ISV License Generator con soporte completo para la función hash SHA-256 después de solucionar un problema con ella. Qué novedad hay en ISV License Generator? En esta nueva versión se ha eliminado el soporte para generar licencias de Dynamics 365 Finance and Operations utilizando la función hash SHA-1, y… Continue Reading Publicado ISV License Generator v0.6 ariste.info Publicado ISV License Generator v0.6  ( 15 min )
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    Announcing a next-generation AI Copilot in Microsoft Power Apps that will transform low-code development
    Today, we’re announcing a next-generation AI Copilot in Microsoft Power Apps that will transform how we build and interact with software applications. With the power of large language models, we are advancing to the next step in the evolution of code abstraction—moving from custom code, to low-code, to natural language authoring where human and machine work side by side to build applications together.  ( 8 min )
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    Distributed Order Management (DOM) not working after data refresh
    You’ve just refreshed data on your sandbox and now you can’t get DOM to work? There’s DOM logs on your sales orders, but it looks like it drops out when it comes to applying any...(read more)  ( 12 min )
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    Master company data sharing is back in Microsoft Dynamics 365 Finance and Operations
    Master company data sharing is back in Microsoft Dynamics 365 Finance and Operations it's as fresh as of today (March 15 2023), this feature enables sharing of data using a cross-company data...(read more)  ( 13 min )

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    The New Invoice Capture Feature for Dynamics 365 Finance
    The new Invoice Capture for Dynamics 365 Finance is an AI-based capability that allows you to receive, read and ingest vendor invoices. As of March 2023, this feature is still in public preview, but t...(read more)  ( 12 min )
    AP Automation with Dynamics 365 Finance
    Have you ever wondered how the AP automation works in Dynamics 365 Finance. Wonder no longer! This video gives a short introduction to how it works and there is an end-to-end process demo included.(read more)  ( 12 min )
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    Dynamics 365 & Microsoft Sustainability Manager [Part 3]
    Visit the post for more.  ( 9 min )
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    Announcing Tenant Switcher in Power Apps Mobile
    Projects can cross company boundaries. Users need to be able to access all the apps shared to them from any tenant on all of their devices. For these scenarios, Power Apps lets users share apps with guest users from other tenants. I’m happy to announce that now it is very easy for guest users to…  ( 5 min )
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    Deliver personalized customer experiences with Copilot in Dynamics 365 Marketing and Customer Insights
    It's the dawn of a new era in customer experience where AI is transforming the way businesses connect with their audiences. Microsoft is proud to be at the forefront of this shift, using Azure OpenAI Service to empower marketers with new levels of efficiency and effectiveness. With Copilot in Microsoft Dynamics 365 Marketing and Dynamics 365 Customer Insights, marketers can now take advantage of the latest next-generation AI-powered tools to learn more about their customers, create targeted customer segments, and generate personalized content. These cutting-edge features increase productivity that could have taken hours or weeks to produce, empowering anyone on your team to uncover new data insights and create high-quality email content. At Microsoft, we believe every business should have …  ( 16 min )
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    Deliver personalized customer experiences with Copilot in Dynamics 365 Marketing and Customer Insights
    With Copilot in Microsoft Dynamics 365 Customer Insights and Dynamics 365 Marketing, marketers can now take advantage of the latest generative AI-powered tools to learn more about their customers, create targeted customer segments, and generate personalized content. The post Deliver personalized customer experiences with Copilot in Dynamics 365 Marketing and Customer Insights appeared first on Microsoft Dynamics 365 Blog.  ( 10 min )

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    One Dynamics One Platform - Dataverse C# Plugin for Dynamics 365 F&O
    An article part of the One Dynamics One Platform convergence : on the Dev side : How to deploy a Dataverse C# Plugin for a Virtual Table of Dynamics 365 Finance Operations.
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    How to manage security for Open in Excel option in journal screens In Dynamics 365 F&O
    How to manage security for Open in Excel option in journal screens In Dynamics 365 F&O The open in excel option present on the journal screen you can create, update, and delete data very efficiently. For finance users it’s a go to tool for uploading and updating journal entries. When we design security roles, there […]  ( 11 min )

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    What Is Dynamics 365 Field Service?
    What Is Dynamics 365 Field Service? Microsoft Dynamics 365 Field Service is an agile asset-routing and optimization platform that provides advanced automation and tracking functionality. These integrated toolsets help organizations with the more complicated and time-sensitive aspects of field service, such as resource assignment agility, work order and invoice accuracy, optimized service scheduling, warranty and SLA compliance, and much more. We’ve... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 5 min )

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    How to export/import Tax registration numbers for Vendors
    D365FO contains a special data entity which can be used for both DMF export/import and also in Excel Add-in, but...  There is an interesting InnerJoin inside of this data entity, which may be a hurdle for understanding why you still have no records exported; nevertheless, you have some in TaxRegistration table. In fact, when you create records in Vendor Registration IDs form, it does not tell you about this constraint. To get these records exported, you simply need to add it in Registration categories. and voila!  ( 7 min )
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    Production control in Dynamics 365 Supply Chain Management
    This TechTalk series covers functionality relating to the Production Control Module in Dynamics 365 Supply Chain Management. We will start with a high-level overview and then deep dive into the di...(read more)  ( 11 min )
    Production Control Overview | February 22, 2023
    www.youtube.com/watch Presenters:  Anne Krupke - annekrupke@microsoft.com Phillip Seaton pseaton@microsoft.com Sohaib Khan sohaibkhan@microsoft.com Johan Hoffmann johanho@microsoft.com ~ This T...(read more)  ( 11 min )

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    Revolutionize customer service with next-generation AI
    We're entering the era of next-generation AI that is driving new levels of productivity and efficiency, unleashing new innovations in the customer service space. AI is profoundly changing how customers engage with businesses and how agents provide exceptional service to them. From a service perspective, customers expect fast, accurate answers to their questions, and personalized help when they contact a business. Meanwhile, businesses are under pressure to provide exceptional customer service with fewer resources. Legacy ways of integrating multiple-point solutions for customer service do not work. The time to embark on a digital transformation journey is now. Choosing the right AI-powered customer service solution for that journey, empowering customer service agents with AI, and reducing …  ( 16 min )
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    Revolutionize customer service with next-generation AI
    We're entering the era of generative AI that is driving new levels of productivity and efficiency, unleashing new innovations in the customer service space. AI is profoundly changing how customers engage with businesses and how agents provide exceptional service to them. The post Revolutionize customer service with next-generation AI appeared first on Microsoft Dynamics 365 Blog.  ( 10 min )
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    Shrink AxDB SQL transaction log
    Recently the database transaction log of my D365F&O development environments grew too large and the service was down. When the service goes down all of a sudden, I troubleshoot by restarting the Batch service in dev environment first. If it … Continue reading →  ( 12 min )

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    Overcome Barriers in Your Transition Planning to Dynamics 365 (Video)
    Overcome Barriers in Your Transition Planning to Dynamics 365 (Video) Many Dynamics GP, NAV, and AX customers want to transition their businesses to a cloud solution like Dynamics 365 Business Central or Dynamics 365 Finance & Operations, but a few common barriers hold them back. During this recorded webinar, Encore and Microsoft experts present and discuss how clients can overcome these challenges in their transition... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 18 min )
    When Is the Right Time to Upgrade from Dynamics NAV to Dynamics 365 Business Central?
    When Is the Right Time to Upgrade from Dynamics NAV to Dynamics 365 Business Central? Many companies on Dynamics NAV plan to move to Dynamics 365 Business Central eventually – but when is the right time for your company? You need to consider several factors to determine your best timeline for an upgrade or reimplementation to Business Central: your NAV version’s Microsoft support lifecycle, your security and regulatory compliance needs,... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 7 min )
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    How to mass deploy Dynamics 365 Warehouse Management – Mobile App
    Automating the deployment and configuration of Warehouse Management can be more efficient for big-scale deployments if you have a lot of devices to manage. One solution for this is using a mobile device management (MDM) solution such as Microsoft Intune, but not limited to it. To learn general information about using Intune to add apps, refer to the guide Add apps to Microsoft Intune. Mobile Device Management (MDM) Perquisites This article provides a demonstration of the practical deployment with Intune. It is imperative to ensure the availability of the following resources: Microsoft account, Google Account Azure Active Directory (Azure AD Premium P2 license) Microsoft Endpoint Manager admin center (aka Intune website) Certificate connector PFXImport Powershell and Visual Studio 2022 Ded…  ( 17 min )
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    How to mass deploy Dynamics 365 Warehouse Management – Mobile App
    Automating the deployment and configuration of Warehouse Management can be more efficient for big-scale deployments if you have a lot of devices to manage. The post How to mass deploy Dynamics 365 Warehouse Management – Mobile App appeared first on Microsoft Dynamics 365 Blog.  ( 11 min )
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    What's New in Dynamics 365 Project Operations - 2022 Release Wave 2 and 2023 Release Wave 1 | February 23, 2023
    www.youtube.com/watch Presenters:  Satish Panwar sapanwar@microsoft.com Martin Walker Walker.Martin@microsoft.com ~ This TechTalk will cover the new features in Dynamics 365 Commerce that are ...(read more)  ( 11 min )

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    SalesOrderHeaderD365SalesEntity – Preview 10.0.32 -Part 2
    In continuation to my previous post , this content lists the new Data Entities published on latest preview version SalesOrderHeaderD365SalesEntity : Label : Dynamics 365 Sales order headers This entity contains information about Dynamics D365 Sales order headers which is … Continue reading →  ( 12 min )
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    Crear un campo encriptado en Dynamics 365 F&O
    Hoy traigo un post rápido y sencillo de X++ en el que aprenderemos a crear un campo encriptado en Dynamics 365 Finance and Operations. Crear un campo encriptado en Dynamics 365 Finance and Operations es un proceso sencillo que puede ayudar a asegurar información sensible en tu ERP. Mediante el uso de una clave de… Continue Reading Crear un campo encriptado en Dynamics 365 F&O ariste.info Crear un campo encriptado en Dynamics 365 F&O  ( 16 min )
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    Easily design and automatically send actionable, data-driven cards in Teams
    Cards for Power Apps is a recent addition to the low code lineup, announced as public preview in September, that empowers business users and developers alike to create interactive, embeddable, data-driven, lightweight mini-apps that bring context and actions directly into Teams conversations. Today we are excited to announce that cards for Power Apps can be…  ( 7 min )
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    Microsoft BizApps Deutschland Podcast #8
    [German language podcast] Im Podcast mit Tomislav Karafilov sprechen wir über seinen Arbeitgeber “SoftwareOne”, der Kunden bei der Migration in … Continue reading →  ( 9 min )

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    Dynamics AX to Dynamics 365 Finance & Operations: Upgrade vs. Migration
    Dynamics AX to Dynamics 365 Finance & Operations: Upgrade vs. Migration There are two different paths to move from Dynamics AX to Dynamics 365 Finance & Operations: upgrade and migration. It’s common to refer to any transition from AX to F&O as an “upgrade,” and we do so elsewhere on our website. But in this article we’re going to dive deep into the two different ways... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 5 min )
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    Reference original invoices in credit notes (vendor invoices) in Microsoft Dynamics 365 finance and operations
    Creating credit notes in accounts payable against posted invoices is the normal activity and it can be due to multiple reasons like returns, wrong entry etc…. So, one of the request from payable department is to have the reference of original invoice against which credit note is created. I have written same feature blog for […]  ( 9 min )
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    Reference original invoices in credit notes (vendor invoices) in Microsoft Dynamics 365 finance and operations
    Creating credit notes in accounts payable against posted invoices is the normal activity and it can be due to multiple reasons like returns, wrong entry etc…. So, one of the request from payable department is to have the reference of original invoice against which credit note is created. I have written same feature blog for […]  ( 9 min )
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    Visual studio 2019 - Change default model
    Change the default model for VS2019 under [user documents]/Visual Studio Dynamics 365/. Edit the "DefaultModelForNewProjects" entry in DynamicsDevConfig.xml. This posting is provided "AS IS" with no warranties, and confers no rights.  ( 12 min )
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    How to open multiple Purchase orders in new browser tabs
    static public void initFromPurchTable(FormDataSource _formDS) {​ PurchTable currentPurchTable; Browser browser = new Browser(); for (currentPurchTable = _formDS.getFirst(true) ? _formDS.getFirst(true): _formDS.cursor(); currentPurchTable; currentPurchTable= _formDS.getnext()) {​ var generator = new Microsoft.Dynamics.AX.Framework.Utilities.UrlHelper.UrlGenerator(); var currentHost = new System.Uri(UrlUtility::getUrl()); generator.HostUrl = currentHost.GetLeftPart(System.UriPartial::Authority); generator.Company = curext(); generator.MenuItemName = 'PurchTableListPage'; generator.Partition = getCurrentPartition(); // repeat this segment for each datasource to filter var requestQueryParameterCollection = generator.RequestQueryParameterCollection; requestQueryParameterCollection.AddRequestQueryParameter( 'PurchTable', 'PurchId', currentPurchTable.PurchId ); System.Uri fullURI = generator.GenerateFullUrl(); browser.navigate(fullURI.AbsoluteUri, true); }​ }​  ( 7 min )
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    Improve Inventory Control with Soft Reservation in Inventory Visibility Service | February 16, 2023
    www.youtube.com/watch Presenters:  Jiacheng Xia - Software Engineer Yufei Huang - Senior Product Manager Hiren Naik - Senior Solution Architect ~ In this TechTalk session, we will introduce the ...(read more)  ( 11 min )

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    Introducing Microsoft Dynamics 365 Copilot, bringing next-generation AI to every line of business
    Introducing the world's first AI copilot in both CRM and ERP Today we announced Microsoft Dynamics 365 Copilot, providing interactive, AI-powered assistance across business functionsfrom sales, service, and marketing to supply chain. With Dynamics 365 Copilot, we're introducing the world's first AI copilot natively built-in to both CRM and ERP applications. Copilot brings the power of next-generation AI capabilities and natural language processing to Dynamics 365, working alongside business professionals to help them create ideas and content faster, complete time-consuming tasks, and get insights and next best actionsjust by describing what's needed. Copilot features are in preview across Dynamics 365 applications and Microsoft Viva Sales. View demos of the capabilities, as well as learn h…  ( 20 min )
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    Introducing Microsoft Dynamics 365 Copilot, bringing next-generation AI to every line of business
    Today we announced Microsoft Dynamics 365 Copilot, providing interactive, AI-powered assistance across business functionsfrom sales, service, and marketing to supply chain. With Dynamics 365 Copilot, we're introducing the world's first AI copilot natively built-in to both CRM and ERP applications. The post Introducing Microsoft Dynamics 365 Copilot, bringing next-generation AI to every line of business appeared first on Microsoft Dynamics 365 Blog.  ( 14 min )
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    Free up some space on your MsDyn365FO development VM (Part 2)
    This post is a flow up of my post from 2020, where I also described how to free up some space on a Microsoft Dynamics 365 for Finance and Operations development VM. I recently had the problem that I ran into capacity constraints on the C drive of my development VM. What I found was … Continue reading Free up some space on your MsDyn365FO development VM (Part 2) →  ( 10 min )
    Validation failed when installing an add-in via LCS
    I recently had the problem in one of our Microsoft Dynamics 365 for Finance and Operations implementation projects that the installation of an add-in via LCS failed with the following error message: Validation failed. You must be an environment administrator in Microsoft Dataverse to perform this action After quite some research and also contacting Microsoft-Support, … Continue reading Validation failed when installing an add-in via LCS →  ( 10 min )
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    Announcing admin-configured maker welcome experience in Power Apps
    We are pleased to announce that admin-configured maker welcome content is now available for the Power Apps maker portal. Today, admins rely on sending welcome emails, creating wikis, and setting up internal portals to educate makers. Since this information can be presented in so many different places, makers may miss important communication. With the maker…  ( 6 min )

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    Dynamics 365 Supply Chain Management - Outbound Sorting in Warehouse Management - Part 2 - Demo of Use case
    In this video we will go through a use case scenario demonstrating the use of Outbound sorting and using the setup and configuration that I had previously setup in an earlier video and blog post which...(read more)  ( 13 min )
    Dynamics 365 Supply Chain Management - Outbound Sorting in Warehouse Management - Part 1 - Setup
    In this series of 2 videos I will cover the Outbound Sorting functionality within Warehouse Management.  Outbound sorting allows workers in a warehouse to sort containers that has already been pa...(read more)  ( 13 min )
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    What's new in Dynamics 365 Commerce - Feb 2023
    www.youtube.com/watch Presenters:  Febin Chiramel Febin.Chiramel@microsoft.com Pranav Kumar Kumar.Pranav@microsoft.com Praveen Kumar Srinivasan Rajendiran pravraj@microsoft.com Meenu Laul meenul...(read more)  ( 11 min )

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    DynamicsCon Virtual 2023 & Microsoft Customer Success Day Preview: The Dynamics ERP customer journey
    Microsoft Dynamics and Power Platform customers planning for the long-term future of their systems will have a chance to hear Microsoft's latest guidance at the first-ever, global Microsoft Customer Success Day on March 16 . Microsoft has teamed up... Read the full text.  ( 12 min )
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    How to engage customers with the right communication channels
    In our daily lives we engage across multiple communication channels depending on the time and place. It's no different when we engage in a sales conversation. Customers and prospects are busy people who don't always have the time to join a booked meeting, take a call or even engage via e-mail. Yet when the need arises, we want them to be able to get in touch with ease.  Now in Dynamics 365 Sales we have made connecting with customers even easier by adding an SMS channel communication for our users. This channel provides another option to the sellers 'kit bag' to aid connection.  It's a convenient and non-intrusive option to send reminders, provide quick updates, or respond to customer queries.   Today most of the customers are already collaborating with their key contacts and business deci…  ( 16 min )
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    How to engage customers with the right communication channels
    In our daily lives there is a time and a place for all kinds of communication channels. The post How to engage customers with the right communication channels appeared first on Microsoft Dynamics 365 Blog.  ( 9 min )
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    Lumen optimizes processes by 90% and scales innovation across the organization with Managed Environments
    Lumen Technologies has cultivated an active community of “Lumen Makers” – over 800 professional and citizen developers across the company building Power Platform solutions, some of which have increased efficiency of their business processes by over 90%.  ( 9 min )

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    [Invoice validation] Match the detail for vendor invoices in Microsoft Dynamics 365 finance and operations: Part-4
    Part-1, Part-2 and Part-3 Till now we had line matching details rule (Two way and three way) but at header we did not have any detail matching option. Invoice total at header has five different components: So, if we wanted to have discrepancy in any one of the components then we did not have any […]  ( 9 min )
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    [Invoice validation] Match the detail for vendor invoices in Microsoft Dynamics 365 finance and operations: Part-4
    Part-1, Part-2 and Part-3 Till now we had line matching details rule (Two way and three way) but at header we did not have any detail matching option. Invoice total at header has five different components: So, if we wanted to have discrepancy in any one of the components then we did not have any […]  ( 9 min )
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    Dynamics 365 & Microsoft Sustainability Manager [Part 2]
    Visit the post for more.  ( 9 min )

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    Normal relation in d365 with Example
    A table relation associates two tables that contain related information. Usually, the primary key field of one table appears as a foreign key field of the related table. The table with the primary key is called the parent table. The table with the foreign key is called the child table. A relation on a table can restrict the rows in the table or restrict the values that can be fields. A common use of relations is to associate rows in one table with corresponding rows in another table. Relations enable many forms to display data from multiple tables. Some relations restrict the rows in the table by testing the values in each row against constant values. Other relations restrict the rows by comparing values in each row to values in a row in another table. In Microsoft Dynamics 365 there …  ( 31 min )
    Microsoft Dynamics 365 Pros and Cons
    Dynamics 365 is a cloud-based software suite offered by Microsoft that provides a range of business applications including ERP, CRM, and other productivity tools.  Here are some of the pros and cons of Dynamics 365: Pros: Integrated suite of applications: Dynamics 365 provides a comprehensive suite of applications that can be seamlessly integrated with each other, providing users with a unified experience and a holistic view of their business processes. Scalability: The platform can easily scale to accommodate the changing needs of a growing business. Users can choose to add or remove applications and users as needed, without requiring additional hardware or infrastructure. Cloud-based: Dynamics 365 is a cloud-based platform, which means that users can access it from anywhere, at any tim…  ( 37 min )
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    Pipelines in Power Platform is Generally Available (GA)
    We are pleased to announce that pipelines within Power Platform is generally available. Pipelines within Power Platform aim to democratize application lifecycle management (ALM) for Power Platform and Dynamics 365 customers by bringing deployment automation capabilities into the product in a manner that’s more approachable for all makers, admins, and developers.  ( 8 min )
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    Import data in D365 FinOps via Azure Logic Apps
    Back again with another article in the Azure Logic Apps and D365 FinOps integration serie, this time we will continue exploring the data integration scenarios within D365 FinOps, to see how to create and use Azure Logic Apps as an intermediate connector or data bridge between different systems in a data import scenario with D365FinOps. … Lire la suite Import data in D365 FinOps via Azure Logic Apps →  ( 18 min )

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    How Dynamics NAV Users Can Prepare to Upgrade to Dynamics 365 Business Central
    How Dynamics NAV Users Can Prepare to Upgrade to Dynamics 365 Business Central A natural path for Dynamics NAV on-premise users is to move to Dynamics 365 Business Central. This article will help you with internal evaluation, planning, and preparation for upgrading to Dynamics 365 Business Central. Table of Contents Data Quality Historical Data Processes and Pain Points Customizations and Integrations Video: How Dynamics NAV Users Can Start... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 8 min )
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    Finance and operations integrations through one(Dataverse) connector  using business events and Data events.
    In this blog post we will see how to enable Data events in tier1 and tier 2 environments and how to subscribe to them using dataverse connector. In my previous post we saw what data events are! With new power platform integration capabilities now your Finance and operations enviornment is connected to dataverse environment. If […]  ( 11 min )
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    Sitoo and Microsoft Dynamics 365 : A Comprehensive Retail Solution
    Retail businesses today are facing a unique set of challenges. They are expected to provide seamless omnichannel experiences to customers, keep track of inventory in real time, manage complex supply chains, and ensure compliance with data privacy laws. To tackle these challenges, many retailers are turning to technology solutions, such as Sitoo and Microsoft Dynamics. Sitoo is a cloud-based point-of-sale (POS) and unified commerce platform that allows retailers to sell their products online and in physical stores. It integrates with a variety of other systems, including Microsoft Dynamics 365, to provide a comprehensive retail solution. Microsoft Dynamics 365 is a suite of enterprise resource planning (ERP) and customer relationship management (CRM) applications that help businesses mana…  ( 37 min )

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    Microsoft is named a Leader in the 2022 Gartner®︎ Magic Quadrant™︎ for B2B Marketing Automation
    We are excited and honored that Gartner has recognized Microsoft as a Leader in the 2022 Gartner Magic Quadrant™ for B2B Marketing Automation.* Today's buyers value authentic engagements and expect the companies they buy from to know them and to provide one-of-a-kind experiences. This past year, we continued to invest in solutions that help our customers meet these demands by delivering personalization at scale. Customers can automate buyer-centric experiences and processes using trigger-based journeys to respond to actions and signals in real time and easily optimize customer journeys with insights from across digital and physical channels. With configurable key performance indicators (KPIs), customers can use out-of-box machine learning templates or bring their own AI/machine learning mo…  ( 16 min )
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    Microsoft is named a Leader in the 2022 Gartner® Magic Quadrant™ for B2B Marketing Automation
    We are excited and honored that Gartner has recognized Microsoft as a Leader in the 2022 Gartner Magic Quadrant™ for B2B Marketing Automation. Today's buyers value authentic engagements and expect the companies they buy from to know them, and to provide one-of-a-kind experiences. The post Microsoft is named a Leader in the 2022 Gartner® Magic Quadrant™ for B2B Marketing Automation appeared first on Microsoft Dynamics 365 Blog.  ( 9 min )

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    MSDW Podcast: Microsoft Business Apps News Roundup, February 2023
    MSDW and MSCN Editors Jason Gumpert and Eamon McCarthy Earls discuss recent developments in the Microsoft community, highlighting recent news and features, as well as ongoing trends and upcoming Microsoft Dynamics events. Show Notes: Microsoft... Read the full text.  ( 12 min )
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    Using Git in PackagesLocalDirectory
    Submitted by Nathan Clouse on 02/23/23. Tags:  Git Source Control How to use Git with PackagesLocalDirectory Git is a more modern source control system that has a lot of interest from Finance and Operations technical resources. There are a lot of potential benefits to use Git rather than TFVC. However, one of the hurdles to larger adoption of Git from X++ Devs is how Git really likes you to make new repos from an empty folder. If i want to sync to a new repo, Git would like that new repo to be a new folder on my local file system. F&O VMs are created with the PackagesLocalDirectory already there and full of code. So what can we do? Bodge something together. We can use Powershell to move the repo into a directory once we've synced to an alternative location f…  ( 4 min )
    How to Create an Azure Queue Endpoint in F&O
    Submitted by Nathan Clouse on 02/23/23. How to Create an Azure Queue Endpoint in F&O This is a simple, straight forward How-To to create an Azure Service Bus Queue endpoint in Finance and Operations. In order to do this, you'll have to have completed the following steps and collected the required data points. Queue Name / Data Point 5: https://www.atomicax.com/article/how-create-azure-service-bus-queue App Registration Client Id / Data Point 2: https://www.atomicax.com/article/how-create-app-registration-fo App Registration secret value / Data Point 1: https://www.atomicax.com/article/how-create-app-registration-fo Key Vault DNS URI / Data Point 7: https://www.atomicax.com/article/how-create-azure-key-vault-fo Secret Name for Service Bus Connection String / Data Point 4: https://www.atomicax.com/article/how-create-azure-service-bus-queue   From the Business Events page, click "new" Select "Azure Service Bus Queue", click next. Next, enter or paste in the required values. Click ok. View the discussion thread. Reported:  ( 3 min )
    How to create an Azure Key Vault for F&O
    Submitted by Nathan Clouse on 02/23/23. How to create an Azure Key Vault for F&O This is a simple, straight forward How-To to create an Azure Key Vault that can be used by Finance and Operations. At the end, you'll have an Azure Key Vault DNS URI name and a secret name (data points 7 and [4 or 9] referenced in other articles). Creating the secret names are explained in the article for the resource you are making the resource for.  Start at https://portal.azure.com/ Search for "Key Vaults" and click on the Key Vaults option Next, click create Next, fill in the required sections. Confirm your user is in the access policies list. click next. Next, click on "selected networks" then "allow trusted Microsoft Services to bypass this firewall". Click next. Click next Click Create. Wait for the resource to deploy then click "go to resource". Record the Vault URI value for use later. Click on access policies. Click Create. Select "Get" and "List" in the Secret Management Operations section. Click next Paste in the App Registration Application (Client) ID, add that principal, click next. Click Next. Click Create. Next, click on Networking. Add your IP address to the firewall.  You can use https://www.whatismyip.com/ to get  your IPv4 address. Next, go to Secrets. Click "Generate/Import". Next, create a unique and descriptive name then paste in the secret. This is an example of creating a service bus connection string secret. Save the secret name assigned for later. Click Create. Confirm service was created. View the discussion thread. Reported:  ( 4 min )
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    Extend and optimize your customer outreach with custom channels
    In this fast-paced world, customers expect to be able to interact with brands in ways that extend beyond traditional channels. Brands are constantly competing for the attention of customers who are deluged with messages daily. Text messages and messaging apps like WhatsApp, Viber, and Telegram represent an opportunity to engage your customers where they're paying attention. Your customers benefit from increased and faster engagement with your brand through a real-time, personalized experienceand you're more effective in triggering a specific customer action or behavior. Curious about how you can integrate WhatsApp, Viber, Telegram, and many other channels in your journeys to engage your customers in the moments that matter? Discover Dynamics 365 Marketing custom channels With custom channe…  ( 14 min )
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    Extend and optimize your customer outreach with custom channels
    In this fast-paced world, customers expect to be able to interact with brands in ways that extend beyond traditional channels. Brands are constantly competing for the attention of customers who are deluged with messages daily. The post Extend and optimize your customer outreach with custom channels appeared first on Microsoft Dynamics 365 Blog.  ( 8 min )

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    Kao uses Power Apps to boost frontline worker efficiency by 480 hours every month
    Kao Corporation has used Microsoft Power Platform to create digital solutions for frontline workers across their factories in Japan. A single citizen developer project resulted in an efficiency increase of 480 hours per month. This is one of the 250+ apps in use across ten facilities in Japan.  ( 8 min )
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    Top 2022 favorite X++ features by Michael Pontoppidan
    This blog is a bit different than my other blogs because it “only” publishes a post published by Michael Pontoppidan on LinkedIn. The reason behind is that on LinkedIn it´s kind of hidden and I recently got the question if I know the post where someone posted the evolution of X++ in the last year. … Continue reading Top 2022 favorite X++ features by Michael Pontoppidan →  ( 255 min )
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    Event Preview: Defining successful a Dynamics AX to Dynamics 365 user journey
    Microsoft Dynamics AX customers face many questions as they consider a future that includes a Dynamics 365 cloud ERP solution. Does it make sense to re-implement or is a migration possible? How should their organization approach testing and change management... Read the full text.  ( 12 min )
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    Postman Best Practices for Microsoft Dynamics 365 Finance and Supply Chain Management
    Postman, has been in use by the web development community for more than a decade now. When it comes to the Microsoft Dynamics community, more specifically, Microsoft Dynamics Finance and Supply Chain consultants, it can be a comparatively new tool. The majority of Microsoft Dynamics professionals (including myself) have a background in Microsoft Dynamics […] The post Postman Best Practices for Microsoft Dynamics 365 Finance and Supply Chain Management appeared first on Impulz Technologies LLC.  ( 5 min )
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    D365 Understanding limitations
    As we know, the Dynamics 365 portfolio of apps and functionally is extremely rich and have vertical features for most industries. We also know that driving the Microsoft R&D with a tight coordination between the apps is difficult, and I also understand Microsoft want to provide new highly requested features and innovation quickly to the … Continue reading D365 Understanding limitations  ( 255 min )
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    Leverage the latest Intelligent Order Management features to accelerate your e-commerce business
    Intelligent Order Management announced a truck load of new features in November 2022.  This article explores the core investment themes for the November Release enabling our customers and partners to explore and implement the relevant features for their business.   Prior to this release, IOM only contained broad functionality in certain key Order Management functions that span across the Supply Chain. This release focused on closing the gaps for these critical functionalities, while continuing to expand on IOM's core strengths which include the Provider Ecosystem, Fulfillment & Returns optimization, and the continued embrace of the low code-no code Power Platform.  Investments made to IOM focusing on improving 3 core tenets. These are:  Resiliency:  Will this investment reduce the time ta…  ( 15 min )
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    Leverage the latest Intelligent Order Management features to accelerate your e-commerce business
    Intelligent Order Management announced a truck load of new features in November 2022. This article explores the core investment themes for the November Release enabling our customers and partners to explore and implement the relevant features for their business. The post Leverage the latest Intelligent Order Management features to accelerate your e-commerce business appeared first on Microsoft Dynamics 365 Blog.  ( 9 min )

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    Deliver insights with Dynamics 365 Finance business performance analytics
    In times of economic uncertainty, business agility is critical to meeting stakeholder expectations and delivering customer value. These challenging times put CFOs and finance teams in the spotlight as leaders across the business look to them to protect short-term financial health and long-term growth. Yet, many leaders struggle to get the insights needed to pivot quickly. Join us at Finance Reimagined on February 28, 2023 to see how automation, AI, and analytics can help you lead the way through disruption. While business intelligence (BI) and cloud analytics tools can provide actionable insights, a significant obstacle that hinders finance professionals and business leaders from maximizing the potential of these tools is the need for advanced technical skills to consolidate, manipulate, a…  ( 16 min )
    Join us for Microsoft Customer Success Day—dedicated to realizing business value with Dynamics 365 and Power Platform
    We're thrilled to invite you to the first-ever Microsoft Customer Success Day, a free virtual conference for Microsoft Dynamics 365 and Power Platform users on March 16, 2023. This event is open to all community members, customers, partners, and enthusiasts, globally. Microsoft is committed to supporting your success, regardless of your company's size, industry, or location.    Microsoft Customer Success Day will include more than 20 sessions and panels across four tracks: implementation, adoption, optimization, and migration. In addition, we will have keynotes from thought leaders, and a lively discussion panel on women in technology. All the content is designed to support you in building your own success journey, driving user adoption, and realizing business value for your organization. …  ( 15 min )
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    Deliver insights with Dynamics 365 Finance business performance analytics
    Historically, finance teams have spent most of their time running accounting and financial operations, closing the books, and creating financial reports and statements. The post Deliver insights with Dynamics 365 Finance business performance analytics appeared first on Microsoft Dynamics 365 Blog.  ( 10 min )
    Join us for Microsoft Customer Success Day—dedicated to realizing business value with Dynamics 365 and Power Platform
    We're thrilled to invite you to the first-ever Microsoft Customer Success Day, a free virtual conference for Microsoft Dynamics 365 and Power Platform users on March 16, 2023. This event is open to all community members, customers, partners, and enthusiasts, globally. The post Join us for Microsoft Customer Success Day—dedicated to realizing business value with Dynamics 365 and Power Platform appeared first on Microsoft Dynamics 365 Blog.  ( 9 min )
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    Discover the breadth of the Power Platform with simple and scalable navigation
    Introducing the new and simplified Power Apps portal left navigation pane. Do you find it daunting to navigate through the menu items on the pane today? Do you wish you had a quick and easy way to pin items that are most used by you or get a quick glance of all the product features…  ( 6 min )
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    Warehouse workspaces – a no-code approach to increase warehouse efficiency
    A warehouse workspace in Dynamics 365 for operations (D365FO) is a cost-effective tool, that can increase efficiency and productivity in the warehouse. Warehouse workspaces can provide excellent overview on daily operations in the warehouse and alert supervisors when intervention is required. This is the second of two post on warehouse workspaces. In the first post&ellipsis;Read the full post »  ( 263 min )
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    Using power platform integration capabilities in Finance and operations integrations
    Microsoft’s Power platform has rich functionalities which can be used while working with Finance and operations apps. To unlock those features for Finance and operations customer Microsoft has provided power platform integration through LCS which gives us ability to use following features The above features provide a way of convergence of F&O with dataverse platform […]  ( 255 min )
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    Subscription Billing - Renewals
    One thing I appreciate about subscriptions is the automatic renewal process. It's nice to sign up for a subscription and not have to worry about manually renewing every time the contract period is up. This brings in automatic revenue for the company and keeps the hassle of manually renewing out of everyone's hands.  Fortunately, the process for setting up renewals in Subscription billing in Microsoft Dynamics 365 for Finance and Operations is fairly simple to execute as well. Let's dive in!  Renewing Subscriptions The process to renew a subscription set up in D365FO Subscription billing is done on the Billing schedule itself. When setting up your customer's billing schedule, there is a button to Renew automatically on the Billing schedule header. If this subscription should be renewed automatically, select this toggle and specify how many lines to add per renewal.  Set the toggle for Renew automatically and specify how many lines to add per renewal In my example above, I have a short billing cycle set for one quarter. I set the toggle for Renew automatically to Yes and Lines to add per renewal to 1.  Once I invoiced the period, a new renewal line gets added to the Renewal section in the Line details for the line being renewed. The line shows who renewed it, the date it was renewed, and that it is, in fact, a renewal.  See the renewals in Line details If I navigate to View billing detail on the line, there is now a new billing line to be invoiced. This is the first automatic renewal line!  Billing details now show a new line to be invoiced Automatic renewals allow users to set up a billing schedule and continually renew the subscription until the customer decides to terminate it.  ( 7 min )

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    Potential Upcoming Licensing Changes in D365FO?
    Going off of recent posts where I was looking for things that have been upgraded recently, I noticed in 10.0.30 and 10.0.31 that there were some changes to the LicensingServicePlansPrivilege table within D365FO. I started noticing the ‘Activity’ license showing up in this table, which hasn’t happened before: This of course raises a lot of […] The post Potential Upcoming Licensing Changes in D365FO? appeared first on Alex Meyer.  ( 14 min )
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    File upload and process with RunBaseBatch
    Upload file and process with RunBaseBatch framework /// /// Class to delete bogus online refund records in VKOnlineRefund table /// class VKDeleteOnlineRefund extends RunBaseBatch implements BatchRetryable {     DialogRunbase   dialog;     Filename            filename;     private str         availableTypes = '.csv';     private const str   OkButtonName   = 'OkButton';     private const str   FileUploadName = 'FileUpload';     str                 textFile;     Set                 set = new Set(Types::Record);     SetEnumerator       setEnumerator;     int                    fileLineNumber;     container           currentLine;     container            storageResult;     #define.CurrentVersion(1)     #localmacro.CurrentList         filename,         storageResult …  ( 2 min )

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    Special edition: Financial ratio analysis with AI (Chat GPT)
    Visit the post for more.  ( 252 min )

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    From the Microsoft Dynamics 365 Finance & Operations Blogs: Pin user session; Ledger settlements; Linking D365FO; Dataverse environments; SecurityUserRoleOrganization issue
    This week on the Dynamics 365 Finance and Operations blog roundup: Pin your user session to one specific AOS Automate ledger settlements in D365FO How to connect your Finance and Operation environment with Dataverse Interesting issue with the... Read the full text.  ( 13 min )

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    Netmodule File Missing Error in 10.0.31
    If you are partner, ISV, or anyone delivering custom code to end users in D365FO, there is a change in 10.0.31 that you need to know about. Issue If you have a customer that upgrades to 10.0.31 and the next time they try to check in a deployable package to their source control build pipeline […] The post Netmodule File Missing Error in 10.0.31 appeared first on Alex Meyer.  ( 14 min )
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    Microsoft BizApps Deutschland Podcast #7
    [German language podcast] Im Podcast mit Erik Kruidenier sprechen wir über seine Arbeit bei der Firma Camfil im IT-Bereich und … Continue reading →  ( 253 min )
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    Manage opportunities more effectively with the new sales pipeline view!
    The sales pipeline is a visual representation of where prospects are within the sales funnel. Managing the pipeline is one of the core activities of any seller; it helps sellers to stay organized and focused on moving deals forward. A seller who can successfully master the sales pipeline is likely to drive more revenue.  But mastering a sales pipeline is not easy, especially when sellers must balance multiple active deals, an array of contacts, and conversations across multiple channels, while trying to figure out when the next interaction will occur, what next steps are required, and which app or process will help accomplish the job.  The opportunity pipeline view in Dynamics 365 Sales is now available for public preview and offers an updated user experience by putting the seller at the c…  ( 15 min )
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    Manage opportunities more effectively with the new sales pipeline view!
    The sales pipeline is a visual representation of where prospects are within the sales funne The post Manage opportunities more effectively with the new sales pipeline view!  appeared first on Microsoft Dynamics 365 Blog.  ( 9 min )

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    What Is Dynamics 365 Project Operations?
    What Is Dynamics 365 Project Operations? Microsoft Dynamics 365 Project Operations streamlines visibility and unifies the complex aspects of managing multiple projects of varying sizes. It can improve the accuracy of both resource booking and project estimates, as well as the consistency of your project management. An experienced Dynamics Partner like Encore can also integrate Project Operations with your financial solution... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 6 min )
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    Call Dataverse actions directly in Power Fx
    We are excited to announce direct access to Dataverse actions in Power Fx formulas as an Experimental release. As a part of the Power Fx language, authors can now directly invoke a Dataverse action within a formula. A new Power Fx ‘Environment’ language object that authors can add to their app enables access to Dataverse…  ( 6 min )
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    Pin your MsDyn365FO user session to one specific AOS
    In the lifetime of an Microsoft Dynamics 365 for Finance and Operations implementation project you will have the requirement to create a trace on an environment with more than one AOS. This is not a problem when you want to create the trace for your user session, but it is a challenge when you want … Continue reading Pin your MsDyn365FO user session to one specific AOS →  ( 254 min )
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    Auto assembly / disassembly kit order based on the sales order
    Automatically assembly / disassembly kit order based on the sales order state. The kit should have only one configuration. /// /// Manages Kit orders in correspondance with Sales Order lines informaiton /// final class VKKitOrderManager {     SalesId salesId;     ///     /// Constructor     ///     /// Sales id Instance of the calss     static VKKitOrderManager construct(SalesId _salesId)     {         return new VKKitOrderManager(_salesId);     }     protected void new(SalesId _salesId)     {         salesId = _salesId;     }     ///     /// Process Sales Order, will check sales order information and create relavant kit orders     ///     void process()     {   …  ( 3 min )

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    How to make a field mandatory in dynamics 365 without customization
    In the previous article, I explained how to create table field groups in dynamics 365 FO. In this article I will explain, how to make a field mandatory in dynamics 365 without customization or without writing any x++ codes. In previous versions of Dynamics 365 for Finance and Operations (D365F&O), making a field mandatory required a (small) customisation. With version 10.0.0.12 this is no longer the case. Now it is possible to make fields mandatory using personalisation. By using personalization, you can make a field mandatory writing a single piece of  x++ code. How to do this… In the following example, I would like to show you how to make Search Name field of Vendor form mandatory. To do this,  1. Simply right-click on the Search Name field of Vendor form.   2. Select the personalization option from the menu as shown in the below screen shot.     3. A black color popup menu will open, then tick the “Required” option from the menu.     4. Then Click on the Close button in the following popup.  Now Search Name field of Vendor form is mandatory, and you can see a red and marked with an asteriskswhen updating or saving the record without filling any value in the Search Name field. In the above example, I think it is very clear the concept,  how to make a field mandatory in dynamics 365 without customization, if this article is useful for you, please try to share this article with your friends who are looking for a career in dynamics 365. So happy coding with d365snippets Some Useful Tags Making a Field Mandatory in Dynamics 365 for Finance and Operations without Customization. How to make a field mandatory in dynamics 365 without customization. How to make a field mandatory in dynamics 365 without writing any x++ codes. How to set any Field mandatory without writing code in D365 Finance and Operations.  ( 35 min )
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    Dynamics GP – How to Do a Bank Reconciliation
    Dynamics GP – How to Do a Bank Reconciliation During this recorded webinar, we discuss how to do a Bank Reconciliation in Dynamics GP and share some tips and tricks throughout the process.  Intended audience: Dynamics GP users – all product versions Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 3 min )

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    How to Recover Hidden Windows
    How to Recover Hidden Windows Windows can sometimes open in places that the user cannot see. It is a frustrating issue, as you can see the window on the taskbar, but its location is unknown. This can sometimes happen if a monitor is removed or the screen opens where it was last used (sometimes by someone else using a RDS... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 4 min )
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    How to create a worker in x++
    In today’s article, we will see how to create a worker using X++. Step 1: Create a class and define the global variable. Step 2: Create new method to insert Title in the master table. Step 3: Create a new method to enter first name, middle name and last name in the Dir party table. […] The post How to create a worker in x++ appeared first on Parag Chapre.  ( 9 min )
    How to create a worker in x++
    In today’s article, we will see how to create a worker using X++. Step 1: Create a class and define the global variable. Step 2: Create new method to insert Title in the master table. Step 3: Create a new method to enter first name, middle name and last name in the Dir party table. […]  ( 6 min )
    How to create a worker in x++
    In today’s article, we will see how to create a worker using X++. Step 1: Create a class and define the global variable. Step 2: Create new method to insert Title in the master table. Step 3: Create a new method to enter first name, middle name and last name in the Dir party table.... Continue Reading →  ( 14 min )
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    Microsoft ecosystem supporting Dynamics 365 Finance
    Microsoft ecosystem supporting Dynamics 365 Finance "> Microsoft ecosystem supporting Dynamics 365 Finance
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    Parallel cost accounting now available with Global Inventory Accounting Add-in for Supply Chain Management
    With the new Global Inventory Accounting Add-in, Microsoft Dynamics 365 Supply Chain Management now supports parallel cost accounting. The ability to perform inventory accounting using multiple costing ledgers enables organizations that do business internationally to easily comply with multiple accounting standards at the same time. Global organizations face complex accounting challenges International organizations face a complex accounting challenge when they produce and sell items across many countries. For each item they produce and sell, they must often calculate multiple representations of inventory costs to comply with local generally accepted accounting principles, statutory accounting principles like the International Financial Reporting Standards (IFRS), and internal management ac…  ( 14 min )
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    Parallel cost accounting now available with Global Inventory Accounting Add-in for Supply Chain Management
    With the new Global Inventory Accounting Add-in, Microsoft Dynamics 365 Supply Chain Management now supports parallel cost accounting. The ability to perform inventory accounting using multiple costing ledgers enables organizations that do business internationally to easily comply with multiple accounting standards at the same time. The post Parallel cost accounting now available with Global Inventory Accounting Add-in for Supply Chain Management appeared first on Microsoft Dynamics 365 Blog.  ( 8 min )

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    How To Use Insert_RecordSet In D365
    In this article, learn how to use insert_recordset in D365. The insert_recordset keyword in x++ is used when you need to copy multiple records from existing tables to a destination table. It is extremely fast, because it generates a single SQL statement that is sent to the server one time. In contrast, developers sometimes write... Continue Reading → The post How To Use Insert_RecordSet In D365 appeared first on Dynamics 365 Musings.  ( 11 min )
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    D365FO Meetup, 2023 February, Budapest
    It has been a long time since we could meet in person due to the Covid lockdown. I am happy to announce that we are going to have our D365FO Meetup at Microsoft headquarters in Graphisoft park, Budape...(read more)  ( 13 min )
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    A restyled user experience for F&O apps in April 2023 release
    When I installed the preview of Dynamics 365 Finance and Operations version 10.0.32, also known as the April 2023 release, it was noticeable the user interface got restyled slightly. Apart from this, also some navigation concepts have been changed. In this post, I will highlight the changes I noticed myself so far. One Dynamics One […] The post A restyled user experience for F&O apps in April 2023 release appeared first on Dynamicspedia.  ( 13 min )
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    How to add filter in Dual-write
    In today’s article, we will see how to add filter in Dual write when syncing data from FinOps to Dataverse and vice versa. For Dataverse, we can use Odata filter expression using Dual-write but for FinOps, we have to use different techniques which can be later in this article. Step 1: Go Data management > […] The post How to add filter in Dual-write appeared first on Parag Chapre.  ( 8 min )
    How to add filter in Dual-write
    In today’s article, we will see how to add filter in Dual write when syncing data from FinOps to Dataverse and vice versa. For Dataverse, we can use Odata filter expression using Dual-write but for FinOps, we have to use different techniques which can be later in this article. Step 1: Go Data management > […]  ( 6 min )
    How to add filter in Dual-write
    In today’s article, we will see how to add filter in Dual write when syncing data from FinOps to Dataverse and vice versa. For Dataverse, we can use Odata filter expression using Dual-write but for FinOps, we have to use different techniques which can be later in this article. Step 1: Go Data management >... Continue Reading →  ( 13 min )
    How to get workers current position, department and manger in X++
    In Dynamics 365 F&O, we have HcmWorkerHelper class which gives much information about worker such as department, primary position, current legal entity and so on. The code to get worker’s current position. This gives current worker record. The code to get current worker manager. The code to get current worker department. The code to get […] The post How to get workers current position, department and manger in X++ appeared first on Parag Chapre.  ( 8 min )
    How to get workers current position, department and manger in X++
    In Dynamics 365 F&O, we have HcmWorkerHelper class which gives much information about worker such as department, primary position, current legal entity and so on. The code to get worker’s current position. This gives current worker record. The code to get current worker manager. The code to get current worker department. The code to get […]  ( 6 min )
    How to get workers current position, department and manger in X++
    In Dynamics 365 F&O, we have HcmWorkerHelper class which gives much information about worker such as department, primary position, current legal entity and so on. The code to get worker’s current position. This gives current worker record. The code to get current worker manager. The code to get current worker department. The code to get... Continue Reading →  ( 13 min )
    How to get current user worker in X++
    The code to get current user. The code to get current user worker. Option 1: Option 2: The code to get current worker name The post How to get current user worker in X++ appeared first on Parag Chapre.  ( 8 min )
    How to get current user worker in X++
    The code to get current user. The code to get current user worker. Option 1: Option 2: The code to get current worker name  ( 5 min )
    How to get current user worker in X++
    The code to get current user. The code to get current user worker. Option 1: Option 2: The code to get current worker name  ( 12 min )

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    Inventory allocation ensures limited stock goes where it’s most needed
    Companies that operate in more than one channel or region must fulfill orders over networks of ever-increasing complexity. When supply shortages happenand they willhow do you make the best use of limited stock across your most important channels, customer groups, regions, and promotions? And once you decide that, how do you make sure the allocated stock is protected from any other use? With inventory allocation, a new capability of the Microsoft Dynamics 365 Supply Chain Management Inventory Visibility service. Inventory allocation allows you to virtually apportion your on-hand stock as part of the sales operational planning process before any actual sales are made. It has two purposes: Inventory protection (ring fencing): Protecting the allocated inventory from other allocations, reserva…  ( 15 min )
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    Inventory allocation ensures limited stock goes where it’s most needed
    Companies that operate in more than one channel or region must fulfill orders over networks of ever-increasing complexity. When supply shortages happenand they willhow do you make the best use of limited stock across your most important channels, customer groups, regions, and promotions? And once you decide that, how do you make sure the allocated stock is protected from any other use? The post Inventory allocation ensures limited stock goes where it’s most needed appeared first on Microsoft Dynamics 365 Blog.  ( 8 min )

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    How to create lookup with Virtual entity to native entity
    Building an app requires capabilities to perform relational modeling between entities that are being used in the app. In the context of virtual entities, there will be scenarios where virtual entities and native entities in Dataverse must work together to enable the desired user experience. In this article, we will see the concept of relational […] The post How to create lookup with Virtual entity to native entity appeared first on Parag Chapre.  ( 12 min )
    How to create lookup with Virtual entity to native entity
    Building an app requires capabilities to perform relational modeling between entities that are being used in the app. In the context of virtual entities, there will be scenarios where virtual entities and native entities in Dataverse must work together to enable the desired user experience. In this article, we will see the concept of relational […]  ( 10 min )
    How to create lookup with Virtual entity to native entity
    Building an app requires capabilities to perform relational modeling between entities that are being used in the app. In the context of virtual entities, there will be scenarios where virtual entities and native entities in Dataverse must work together to enable the desired user experience. In this article, we will see the concept of relational... Continue Reading →  ( 17 min )
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    Quick look – Preview of 10.0.32 Dynamics F&O – Part 1
    In order to get a feel of Preview version, it is available in Shared asset Library. If it is not found in the implementation project library, it can be imported from shared library . Click Import and then select the … Continue reading →  ( 12 min )

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    Leap into the future of finance at Finance Reimagined 2023
    With global volatility and inflation impacting organizations across all industries, business agility has never been more important. Leaders turn to finance teams to get real-time insight into business performance and recommendations on future initiatives that will help them thrive amid disruption. But finance teams are overwhelmed with manual tasks, cobbling together data, and disconnected teams. Achieving game-changing business agility begins with augmenting the human ingenuity of your people with intelligent process automation. When it comes to reimagining processes with AI, automation, and analytics, many finance leaders don't know where to start. This year, at the third annual Finance Reimagined digital event, we will delve into real-world best practices from Microsoft and industry lea…  ( 15 min )
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    Leap into the future of finance at Finance Reimagined 2023
    With global volatility and inflation impacting organizations across all industries, business agility has never been more important. Leaders turn to finance teams to get real-time insight into business performance and recommendations on future initiatives that will help them thrive amid disruption. The post Leap into the future of finance at Finance Reimagined 2023 appeared first on Microsoft Dynamics 365 Blog.  ( 8 min )
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    T-Mobile saves thousands of hours and achieves 12x gains in process efficiency with Power Platform
    T-Mobile, one of the largest wireless carriers in the United States, has used Power Platform to save the company over $4M USD and 97,000 hours with a single Power Apps app. In addition, with Power Automate capabilities, they improved core process efficiencies by 12x while reducing errors from 7% to 0%.  ( 8 min )
    Create native mobile apps with wrap for Power Apps wizard (Public Preview)
    Turn your Power Apps app into a native mobile app with our new wrap for Power Apps step-by-step wizard.  ( 6 min )
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    Dynamics 365 F&O y firewalls: monitoreo de IPs de Azure
    Si estás integrando Dynamics 365 Finance & Operations con terceros, y tu organización o la del tercero están usando un firewall, puede que te hayas encontrado en el escenario de que te pregunten «¿cuál es la dirección IP del entorno de producción/sandbox?». Pues bien, no lo sabemos. Sabemos que IP tiene ahora, pero no sabemos… Continue Reading Dynamics 365 F&O y firewalls: monitoreo de IPs de Azure ariste.info Dynamics 365 F&O y firewalls: monitoreo de IPs de Azure  ( 16 min )
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    Dynamics 365 & Microsoft Sustainability Manager [Part 1]
    Visit the post for more.  ( 9 min )
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    Create a customer in Dynamics 365 F&O using Power Platform
    In today’s article, we will see how to create a customer in Dynamics 365 F&O using Power Platform. Pre-requisites: Canvas app Check below video for more details. If you like this article, feel free to share it with others who might find it helpful! If you have any questions, feel free to reach out to […] The post Create a customer in Dynamics 365 F&O using Power Platform appeared first on Parag Chapre.  ( 8 min )
    Create a customer in Dynamics 365 F&O using Power Platform
    In today’s article, we will see how to create a customer in Dynamics 365 F&O using Power Platform. Pre-requisites: Canvas app Check below video for more details. If you like this article, feel free to share it with others who might find it helpful! If you have any questions, feel free to reach out to […]  ( 6 min )
    Create a customer in Dynamics 365 F&O using Power Platform
    In today’s article, we will see how to create a customer in Dynamics 365 F&O using Power Platform. Pre-requisites: Canvas app Check below video for more details. If you like this article, feel free to share it with others who might find it helpful! If you have any questions, feel free to reach out to... Continue Reading →  ( 13 min )
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    Security & Audit Features Added in 10.0.31
    The latest platform release notes for D365FO 10.0.31 has recently been made public, there were a couple security and audit related features I wanted to highlight. ‘Can Be Deleted From UI’ Security Role Property There is a new property on security roles called ‘Can Be Deleted from UI’. This setting controls where a particular security […] The post Security & Audit Features Added in 10.0.31 appeared first on Alex Meyer.  ( 14 min )

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    Evolve the service level of sophistication with Dynamics 365 Customer Service
    Service leaders face continual challenges in evolving the service organization to meet customer expectations, putting their brand value and customer loyalty at riskas a recent study shows, 96 percent of customers will leave a business after a bad customer experience.1 They feel either lost with disruptive changes in the contact center and customer service marketplace, or helpless on where to start, or confused on what to adopt and what to disregard, or fear being all over the map while making investments aligned with the business goals. Service sophistication model Assess and improve the effectiveness of your organization's current service experiences. Start the assessment Evolve service organizations to meet customer expectations The business goals differ across service organizat…  ( 16 min )
    Introducing warehouse-specific inventory transactions
    Microsoft Dynamics 365 Supply Chain Management release 10.0.32 introduces warehouse-specific inventory transactions. These transactions are optimized for warehouse operations, with important benefits for system performance and efficiency. Warehouse transactions offer important advantages over inventory transactions for warehouse operations We recommend using warehouse transactions for warehouse scenarios where they apply. Unlike inventory transactions, Warehouse transactions can operate on sets of items with different serial or batch numbers. Item sets can be reused, avoiding the need to record the same information multiple times. Warehouse transactions are only used in warehouse operations, which don’t have any financial impact. This significantly reduces the number of database fields, i…  ( 14 min )
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    Evolve the service level of sophistication with Dynamics 365 Customer Service
    Given the myriad capabilities from the technology innovations and market categories, and the fact that service organizations are across the spectrum, what service leaders need is a convenient way to map them to different service levels of sophistication. Essentially, a service maturity model that groups major capabilities and maps them to appropriate levels in the spectrum. This allows service leaders to visualize where they are relative to the market and determine at what level they'd like to be based on their business goals, investment, and timeline. In addition, they can decide practically and prioritize on the capabilities that matter to themacross voice and digital channels, self-service, agent productivity and service operations. The post Evolve the service level of sophistication with Dynamics 365 Customer Service appeared first on Microsoft Dynamics 365 Blog.  ( 9 min )
    Introducing warehouse-specific inventory transactions
    Microsoft Dynamics 365 Supply Chain Management release 10.0.32 introduces warehouse-specific inventory transactions. These transactions are optimized for warehouse operations, with important benefits for system performance and efficiency. The post Introducing warehouse-specific inventory transactions appeared first on Microsoft Dynamics 365 Blog.  ( 8 min )
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    MSDW Podcast: Why manufacturers are investing in Dynamics 365 Commerce
    This episode is sponsored by Evenica . Manufacturers have made a lot of progress on their e-commerce journeys in recent years, and Dynamics 365 Commerce offers some unique ways for these companies to achieve sales and broader customer experience... Read the full text.  ( 12 min )

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    How To Run A D365 Job In Production
    There are scenarios where something cannot be fixed in Microsoft Dynamics 365 for Finance and Operations without running some code. In those cases you need to write and run a D365 Job. Until recently, in order to get this code into a Production environment, you needed to apply a package in Lifecycle Services (LCS). This... Continue Reading → The post How To Run A D365 Job In Production appeared first on Dynamics 365 Musings.  ( 14 min )

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    MB-310: Microsoft Dynamics 365 Finance Functional Consultant
    MB-310: Microsoft Dynamics 365 Finance Functional Consultant Exam/Learning Path: https://docs.microsoft.com/certifications/exams/mb-310 Learning Path Module Week Configure and use the general ledger in Dynamics 365 Finance Get started with Dynamics 365 Finance 1 Configure currencies in Dynamics 365 Finance 2 Create fiscal calendars, years, and periods in Dynamics 365 Finance 3 Configure chart of accounts in Dynamics 365 Finance 4 Configure ledgers and journals in Dynamics 365 Finance 5 Perform general ledger daily procedures in Dynamics 365 Finance 6 Intercompany accounting in Dynamics 365 Finance 7 Configure ledger allocations and accruals in Dynamics 365 Finance 8 Configure and perform periodic processes in Dynamics 365 Finance 9 Configure and use cash and b…  ( 2 min )
    MB-220: Microsoft Dynamics 365 Marketing Functional Consultant
    Documentation https://learn.microsoft.com/en-us/dynamics365/marketing/overview Basic: Learn the fundamentals of Microsoft Dynamics 365 Marketing Exam/Learning Path: https://docs.microsoft.com/certifications/exams/mb-220 Learning Path Module Week Set up Dynamics 365 Marketing and configure advanced settings Set up and manage Dynamics 365 Marketing 1 Advanced configuration for Dynamics 365 Marketing 2 Review domain authentication, email best practices, and GDPR in Dynamics 365 Marketing 3 Work with core features in Dynamics 365 Marketing Manage assets and content settings in Dynamics 365 Marketing 4 Manage customers in Dynamics 365 Marketing 4 Manage forms and pages in Dynamics 365 Marketing 5 Manage emails, segments, and journeys in Dynamics 365 Marketing 6 Manage content, event triggers, and journeys in real-time marketing with Dynamics 365 Marketing 7 Manage subscription centers and double opt-in in Dynamics 365 Marketing 8 Manage website visits, redirect URLs, and social postings in Dynamics 365 Marketing 8 Manage events in Dynamics 365 Marketing Create an on-site event in Dynamics 365 Marketing 9 Create a webinar event in Dynamics 365 Marketing 10 Promote events, manage registration and check-ins, and review results in Dynamics 365 Marketing 11 Advanced event management features in Dynamics 365 Marketing 11 Analyze insights in Dynamics 365 Marketing Evaluate marketing initiatives with analytics in Dynamics 365 Marketing 12 Access and interpret analytics with Dynamics 365 Marketing 13 Review the marketing calendar in Dynamics 365 Marketing 13  ( 1 min )
    MB-300 Microsoft Dynamics 365: Core Finance and Operations
    Exam/Learning Path: https://docs.microsoft.com/certifications/exams/mb-300 Learning Path Module Week Get started with Finance and Operations apps Introduction to Microsoft Dynamics 365 1 Navigate Finance and Operations apps 2 Get started with Dynamics 365 Finance 3 Get started with Dynamics 365 Supply Chain Management 4 Get started with production control in Dynamics 365 Supply Chain Management 5 Get help and learn more about Finance and Operations apps 6 Use Lifecycle Services to design and plan an implementation of Finance and Operations apps Get started with Lifecycle Services for Finance and Operations apps 7 Design and plan an implementation of Finance and Operations apps 8 Translate Dynamics 365 apps and documentation with Dynamics 365 Translation Service 9 Configure your organization in Finance and Operations apps Plan and configure the global address book in Finance and Operations apps 10 Plan and implement legal entities in Finance and Operations apps 11 Plan and implement security in Finance and Operations apps 12 Set up batch jobs in Finance and Operations apps 13 Work with workflows in Finance and Operations apps 14 Design and build mobile apps for Finance and Operations apps 15 Personalize Finance and Operations apps 16 Implement common integration features in Finance and Operations apps 17 Feature management in Finance and Operations apps 18 Migrate data and go live with Finance and Operations apps Prepare data for migration to Finance and Operations apps 19 Work with data management in Finance and Operations apps 20 Perform user acceptance testing in Finance and Operations apps 21 Prepare to go-live with Finance and Operations apps 22 Configure and work with analytics and reporting in Finance and Operations apps Work with analytics and reporting in Finance and Operations apps 23 Configure electronic reporting in Dynamics 365 Finance 24  ( 1 min )
    MB-500: Microsoft Dynamics 365: Finance and Operations Apps Developer
    Exam/Learning Path: https://docs.microsoft.com/certifications/exams/mb-500 Learning Path Module Week Introduction to developing with Finance and Operations apps Explore the ecosystem and main components of Finance and Operations apps 1 Explore the technical architecture of Finance and Operations apps 2 Explore design and deployment considerations for Finance and Operations apps 3 Manage Finance and Operations apps implementations by using Lifecycle Services 4 Work with performance and monitoring tools in Finance and Operations apps 5 Manage source code by using version control in Finance and Operations apps 6 Explore the test framework and tools in Finance and Operations apps 7 Explore reporting tools in Finance and Operations apps 8 Build Finance and Operations …  ( 2 min )
    MB-700: Microsoft Dynamics 365: Finance and Operations Apps Solution Architect
    Exam/Learning Path: https://docs.microsoft.com/certifications/exams/mb-700 Learning Path Module Week Architect solutions for Dynamics 365 and Microsoft Power Platform Becoming a solution architect for Dynamics 365 and Microsoft Power Platform 1 Discover customer needs as a Solution Architect for Dynamics 365 and Microsoft Power Platform 2 Propose a solution as a Solution Architect for Microsoft Power Platform and Dynamics 365 2 Work with requirements as a solution architect for Microsoft Power Platform and Dynamics 365 3 Perform fit gap analysis 3 Use Lifecycle Services to design and plan an implementation of Finance and Operations apps Get started with Lifecycle Services for Finance and Operations apps 4 Design and plan an implementation of Finance and Operations apps…  ( 2 min )
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    Field Groups in D365 FO with Example
    In the previous article, I explained how to set an Index on a Table. In this article, I will explain, how to create field groups and how to use them in Microsoft Dynamics 365 F&O. What are Field Groups? Field groups are Objects which can exist on tables, maps, or views, and that can group fields logically together into a single Object. These field groups you can use to appear on the user interfaces like forms, reviews, reports, etc. You should define a field group when several fields participate in a single function or are related in some way and are shown together on forms and reports. Example for Field Groups? In D365 F&O, the Customer Table contains many fields and field groups, The Credit field group contains fields that relate to credit like MandatoryCreditLimit and CreditRating. H…  ( 37 min )

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    Automate ledger settlements in Microsoft Dynamics 365 finance and operations
    In Microsoft Dynamics 365 Finance version 10.0.31, the Automate ledger settlements process feature is available in the Feature management workspace. You can enable the Automate ledger settlements process feature only if the Awareness between ledger settlement and year-end close feature has been enabled. Ledger settlement is the process of matching debit and credit transactions in the general ledger. […]  ( 9 min )
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    Automate ledger settlements in Microsoft Dynamics 365 finance and operations
    In Microsoft Dynamics 365 Finance version 10.0.31, the Automate ledger settlements process feature is available in the Feature management workspace. You can enable the Automate ledger settlements process feature only if the Awareness between ledger settlement and year-end close feature has been enabled. Ledger settlement is the process of matching debit and credit transactions in the general ledger. […]  ( 9 min )
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    Warehouse workspaces – the lowest hanging fruits on the D365FO tree?
    Are you looking for a cost-effective way to increase efficiency and productivity in your warehouse operations? Warehouse workspaces in Dynamics 365 for operations (D365FO) can provide excellent overview on daily operations in the warehouse and alert supervisors when intervention is required. This is the first of two posts on warehouse workspaces. In these two posts&ellipsis;Read the full post »  ( 20 min )
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    MB-300 Microsoft Dynamics 365: Core Finance and Operations
    Exam/Learning Path: https://docs.microsoft.com/certifications/exams/mb-300 Learning Path Module Week Get started with Finance and Operations apps Introduction to Microsoft Dynamics 365 1 Navigate Finance and Operations apps 2 Get started with Dynamics 365 Finance 3 Get started with Dynamics 365 Supply Chain Management 4 Get started with production control in Dynamics 365 Supply Chain Management 5 Get help and learn more about Finance and Operations apps 6 Use Lifecycle Services to design and plan an implementation of Finance and Operations apps Get started with Lifecycle Services for Finance and Operations apps 7 Design and plan an implementation of Finance and Operations apps 8 Translate Dynamics 365 apps and documentation with Dynamics 365 Translation Service 9 Configure your organization in Finance and Operations apps Plan and configure the global address book in Finance and Operations apps 10 Plan and implement legal entities in Finance and Operations apps 11 Plan and implement security in Finance and Operations apps 12 Set up batch jobs in Finance and Operations apps 13 Work with workflows in Finance and Operations apps 14 Design and build mobile apps for Finance and Operations apps 15 Personalize Finance and Operations apps 16 Implement common integration features in Finance and Operations apps 17 Feature management in Finance and Operations apps 18 Migrate data and go live with Finance and Operations apps Prepare data for migration to Finance and Operations apps 19 Work with data management in Finance and Operations apps 20 Perform user acceptance testing in Finance and Operations apps 21 Prepare to go-live with Finance and Operations apps 22 Configure and work with analytics and reporting in Finance and Operations apps Work with analytics and reporting in Finance and Operations apps 23 Configure electronic reporting in Dynamics 365 Finance 24  ( 1 min )
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    Level up customer journeys with advanced orchestration features in Dynamics 365 Marketing
    Marketers design customer journeys to provide the right message at the right time for customers to take the next step. However, with customers playing an active role in shaping their own experiences in how they engage with the brand, marketers are faced with the challenge of designing increasingly complex journeys. With more opportunities than ever for interactions, you must take care not to overwhelm customers with unwanted messages. That's why we're delighted to introduce advanced real-time marketing orchestration tools in Dynamics 365 Marketing that help you engage customers at key moments without bombarding them with spam.   Engage the right audience effortlessly with the new segment builder  Targeting the right audience is critical for creating highly personalized marketing campaigns …  ( 16 min )
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    Level up customer journeys with advanced orchestration features in Dynamics 365 Marketing
    Marketers design customer journeys to provide the right message at the right time for customers to take the next step. However, with customers playing an active role in shaping their own experiences in how they engage with the brand, marketers are faced with the challenge of designing increasingly complex journeys. The post Level up customer journeys with advanced orchestration features in Dynamics 365 Marketing appeared first on Microsoft Dynamics 365 Blog.  ( 9 min )

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    Subscription Billing - Terminate
    From time to time, we have all ended a subscription service. It happens - maybe the service doesn't meet your needs anymore. Perhaps it has gotten too expensive. Regardless of the reason, it is a common occurrence and Microsoft Dynamics 365 for Finance's Subscription billing module has a solution for terminating subscriptions. Now you are probably thinking, "Oh great, something complex to add to my never-ending duties..."  Nope! Terminating a Billing schedule in the Subscription billing module is easy, and I am going to walk through it.  "I'll be back... when I am ready to subscribe again" Terminating the Billing Schedule Within the Billing schedule, you may notice that there are options surrounding Terminations. When you initially set up the Billing schedule, a Termination type will default onto the Billing schedule header. This field can be modified. The three options are: Adjust schedule Bill remaining No adjustment The defaulted Termination type comes from the Recurring contract billing parameters found at Subscription billing > Recurring contract billing > Setup > Recurring contract billing parameters.  Recurring contract billing parameters Terminating Recurring Billing Once on the Billing schedule screen for your Customer, there is an option to Terminate in the Billing schedule tab on the ribbon. Once the Terminate dropdown is selected, there are options to:  Select a Termination date Select the Termination type Select the Credit option Choose to Prorate daily (or not) Select a Reason code Provide Termination notes Once the fields are populated, select to Terminate or Terminate with refund. All billing schedule lines will be terminated based on the date selected.  Once the Termination is complete, a notification will alert you to how many lines were terminated, and Termination can be removed from the account by selecting Remove termination in the ribbon.  ( 7 min )
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    How to solve the error “No report data table with name XYZ exists in report schema for data provider XYZDP” when developing a SSRS report for MsDyn365FO
    This week a had the „honor“ to develop a quite simple SSRS report including a report data provider for Microsoft Dynamics 365 for Finance and Operations. After round about 30 min. I was able to run the first test and try to open the report from the menu. Unfortunately I was confronted with the error: … Continue reading How to solve the error “No report data table with name XYZ exists in report schema for data provider XYZDP” when developing a SSRS report for MsDyn365FO →  ( 10 min )

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    Microsoft boosts Viva Sales with new GPT seller experience
    For sales teams, the adage "time is money" is more relevant than ever before. Time wasted on low-value tasks literally leaves opportunities to sell and engage prospects on the table. At Microsoft, we want to use AI to help sellers focus time on what matters mostmaking meaningful connections, building trust, and creating long-term relationships. That's why I'm thrilled to announce the preview of a new generative AI-powered experience in Microsoft Viva Sales that helps sellers communicate more effectively with prospects and customers.  Viva Sales will now generate suggested email content for a variety of scenariossuch as replying to an inquiry or creating a proposalcomplete with data specifically relevant to the recipient, such as pricing, promotions, and deadlines. By auto-suggesting custom…  ( 14 min )
    Use the Customer Service workspace app for omnichannel interactions
    Starting Saturday, April 1, 2023, we will be deprecating the Microsoft Dynamics 365 Omnichannel for Customer Service application and encouraging customers to migrate to the Customer Service workspace application. This upcoming change will affect your multi-session agents currently using the Omnichannel for Customer Service application in Microsoft Dynamics 365 Customer Service. We have decided to consolidate our two multi-session customer service applications, Omnichannel for Customer Service and Customer Service workspace. This change is being made to ensure that our customers benefit from all Dynamics 365 Customer Service capabilities in a single multi-session application. To this end, we will be focusing our future developments on the Customer Service workspace application. Key Dates D…  ( 13 min )
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    Microsoft boosts Viva Sales with new GPT seller experience
    We're announcing the preview of a new generative AI-powered experience in Microsoft Viva Sales that helps sellers communicate more effectively with prospects and customers. The post Microsoft boosts Viva Sales with new GPT seller experience appeared first on Microsoft Dynamics 365 Blog.  ( 8 min )
    Use the Customer Service workspace app for omnichannel interactions
    Starting Saturday, April 1, 2023, we will be deprecating the Microsoft Dynamics 365 Omnichannel for Customer Service application and encouraging customers to migrate to the Customer Service workspace application. This upcoming change will affect your multi-session agents currently using the Omnichannel for Customer Service application in Microsoft Dynamics 365 Customer Service. We have decided toRead more The post Use the Customer Service workspace app for omnichannel interactions appeared first on Microsoft Dynamics 365 Blog.  ( 7 min )
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    Deprecate != Depreciate
    I often hear/see the words deprecate and depreciate used interchangeably, both in reference to ERP features and functionality. There is a difference in the words, and it's not just the letter i! This is a tough one, because even when you search on the internet, you get mixed results between the two. Let's look at the differences.  This letter is not the only difference between these words! Deprecate - There are several meanings behind the word deprecate, but as it relates to ERP system features and functionality, it means that the use of features and functionality are actively being discouraged because they have been superseded, or replaced, with different functionality. It doesn't necessarily mean the functionality is going away, but it will no longer be supported, and users are often actively encouraged to stop using it.  Here is a link to D365FO's "Removed or deprecated features home page" - Removed or deprecated features home page - Finance & Operations | Dynamics 365 | Microsoft Learn Removed or deprecated features home page Depreciate - This is a term used in finance, typically with fixed assets as it relates to D365FO, to show the diminishing value of the asset over a period of time.  Depreciation profiles for Fixed assets in Microsoft Dynamics 365 Finance  ( 7 min )
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    What’s new: Power Apps January 2023 Feature Update
    Welcome to the Power Apps monthly feature update! We will use this blog to share a summary of product, community, and learning updates from throughout the month so you can access it in one easy place. A variety of new and highly anticipated features are now available which we are very excited to share. We…  ( 11 min )
    The new look for model driven Power Apps is available now in preview
    Today, we’re announcing a public preview of the new model driven app experience and providing an update on new controls coming to canvas apps in the spring timeframe. Before driving into the details on what the new model driven app experience brings, I want to provide some context about the enhancements and our plans for…  ( 8 min )
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    How to use D365 F&O number sequence in Power Platform
    Using continuous number sequences from Dynamics 365 Finance and operations in Power Platform can be cumbersome sometimes but in today’s article we will see how to use it. What is number sequence Number sequences are used to generate readable, unique identifiers for master data records and transaction records that require identifiers. A master data record […] The post How to use D365 F&O number sequence in Power Platform appeared first on Parag Chapre.  ( 9 min )
    How to use D365 F&O number sequence in Power Platform
    Using continuous number sequences from Dynamics 365 Finance and operations in Power Platform can be cumbersome sometimes but in today’s article we will see how to use it. What is number sequence Number sequences are used to generate readable, unique identifiers for master data records and transaction records that require identifiers. A master data record […]  ( 7 min )
    How to use D365 F&O number sequence in Power Platform
    Using continuous number sequences from Dynamics 365 Finance and operations in Power Platform can be cumbersome sometimes but in today’s article we will see how to use it. What is number sequence Number sequences are used to generate readable, unique identifiers for master data records and transaction records that require identifiers. A master data record... Continue Reading →  ( 14 min )
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    Visual Studio Tips for Dynamics 365 Finance Operations
    Some configurations that you should make for Visual studio in newly deplopyed FinOps environments. 1. Show line number Open Visual studio as Administrator right. Click on the Dynamics 365 drop down menu on the toolbar and select Options. Text editor -> X++ Show line number "> Show line number 2. Best practice rules Click on the Dynamics 365 drop down menu on the toolbar and select Options. In Dynamics 365, select Best Practices and select each of the following: Microsoft.Dynamics.AX.Framework.BestPracticeFramework.UIRules Microsoft.Dynamics.AX.Framework.CodeStyleRules Microsoft.Dynamics.AX.Framework.DataAccessRules Microsoft.Dynamics.AX.Framework.DataEntityRules Microsoft.Dynamics.AX.Framework.DataMethodRules Microsoft.Dynamics.AX.Framework.DepreciatedElementsRules Microsoft.Dynamics.AX.Framework.MaintainabilityRules Microsoft.Dynamics.AX.Framework.StaticCodeValidationRules 3. Build If you want to lower building time Click on the Dynamics 365 drop down menu on the toolbar and select Options. In Dynamics 365, select Build and select Build Modules in Parallel Build "> Build More information on this feature 4. Projects Click on the Dynamics 365 drop down menu on the toolbar and select Options. In Dynamics 365, select Build and select Organize projects by element type Synchronize database on build for newly created project Order labels in label file by their ID project "> project 5. Customize toolbars Right click on Toolbars, choose Customize toolbars-1 "> toolbars-1 Create a new toolbar named D365 toolbars-2 "> toolbars-2 Switch to Commands tab, Choose D365 in Toolbar toolbars-3 "> toolbars-3 Choose Add Command -> Extensions -> Add commands that you want toolbars-4 "> toolbars-4 Here are my favorites toolbars-5 "> toolbars-5 Now you can access them directly from toolbars, it will save you some clicks. toolbars-6 "> toolbars-6  ( 1 min )
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    Improve the speed for BACPAC database restore from Tier2 to Tier1
    The blog post tests various options for. restoring BACPAC files on local SQL Server.  ( 4 min )

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    Microsoft BizApps Deutschland Podcast #6
    [German Language Podcast] Im neuesten Podcast mit Matthias Schuster sprechen wir über inway Systems als deutschlandweit agierenden Microsoft Partner, der … Continue reading →  ( 9 min )
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    How to use Key Vault in X++
    In today’s article, we will see what Key Vault is, why to use and how to use Key Vault using X++ code. What is Key Vault Azure Key Vault is one of several key management solutions in Azure, and helps to solve problems such as secret, key and certificate management. Why use Azure Key Vault There […] The post How to use Key Vault in X++ appeared first on Parag Chapre.  ( 8 min )
    How to use Key Vault in X++
    In today’s article, we will see what Key Vault is, why to use and how to use Key Vault using X++ code. What is Key Vault Azure Key Vault is one of several key management solutions in Azure, and helps to solve problems such as secret, key and certificate management. Why use Azure Key Vault There […]  ( 6 min )
    How to use Key Vault in X++
    In today’s article, we will see what Key Vault is, why to use and how to use Key Vault using X++ code. What is Key Vault Azure Key Vault is one of several key management solutions in Azure, and helps to solve problems such as secret, key and certificate management. Why use Azure Key Vault There... Continue Reading →  ( 13 min )

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    Finance Reimagined: Microsoft uses low-code and automation to streamline processes
    Innovation is a fundamental element for businesses to remain competitive and achieve success. Innovation leads to increased efficiency and effectiveness and contributes to improved business performance. With the ongoing economic challenges and recession facing global economies, the importance of innovation is even greater. The finance team plays a vital role in this endeavor by incorporating innovation into its strategies and operations. CFOs must not only fulfill their responsibilities as the financial stewards of the business but also actively collaborate with other departments to foster innovation and prepare for potential disruptions. In this challenging environment, CFOs must accomplish more with limited resources; innovation is the key to achieving this goal. This blog post will expl…  ( 17 min )
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    Finance Reimagined: Microsoft uses low-code and automation to streamline processes
    Discover the power of innovation and automation at Finance Reimagined on February 28, 2024. Join us for a session specifically designed for CFOs to learn how low-code applications can help your finance team accomplish more with less. The post Finance Reimagined: Microsoft uses low-code and automation to streamline processes appeared first on Microsoft Dynamics 365 Blog.  ( 10 min )
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    Tips after restoring backup from production server to Test server in Ax 2012
    There are very important notes : after restore backup to test from production  1- change the report server configuration 1- change the report server configuration 2- change Batch server to Test instance 3- Change the workflow batch group servers 4- Change due Date alerts to refresh the pending jobs like notifications and workflow alerts 5- if you face any errors in workflow and workflow instance stopped ctrl +D to open the AOT run it manual 6- client configuration :should be changed from live to test and refresh configuration Thanks  ( 19 min )

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    D365 eCommerce : Image it !
    In March 2023 the public preview of integrated omnichannel media management features are planned, and I’m really looking forward implementing this feature at customers. In simpler terms, the new feature makes it easier for you to manage all the media assets (like product images, videos, and other documents) related to your online and in-store sales. … Continue reading D365 eCommerce : Image it !  ( 10 min )

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    Create a Digital Contact Center in seconds with the Customer Service free trial
    We know how important it can be to see a product, test drive all its capabilities, and explore different features before you are ready to buy. With the Dynamics 365 Customer Service trials, you can quickly and easily experience the product for free. There is no credit card required or software to install! Here is what you get:  A tenant with preloaded sample data that you can modify, plus the ability to create new data   The ability to visualize the power of out-of-box analytics based on the sample data   A voice and chat channel experience for both the customer and the agent that simulates real contact center processes with no configuration  You’ll learn how these intelligent business applications go beyond traditional customer relationship management (CRM) systems to help you adapt, …  ( 15 min )
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    Create a Digital Contact Center in seconds with the Customer Service free trial
    With the Dynamics 365 Customer Service trials, you can quickly and easily experience the product for free. There is no credit card required or software to install! The post Create a Digital Contact Center in seconds with the Customer Service free trial appeared first on Microsoft Dynamics 365 Blog.  ( 8 min )

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    Microsoft Dynamics 365: Envisioning the Future of Finance
    In today’s rapidly evolving world business as usual is out and change is in. Welcome to a dynamic new world of digital finance where financial leaders are futurists initiating change rather than repor...(read more)  ( 12 min )
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    Connect the Angular with Microsoft Dataverse – Part 3 of 3
    Hi, welcome to the Impulz Technologies LLC blog. In this third and final part of the three parts blog post series, I am going to explain the JS code to interact with the Microsoft Dataverse REST API to fetch the accounts table data. Before going forward let’s quickly recap what we have discussed so far. […] The post Connect the Angular with Microsoft Dataverse – Part 3 of 3 appeared first on Impulz Technologies LLC.  ( 6 min )
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    How to Create an Azure Service Bus Queue
    Submitted by Nathan Clouse on 01/26/23. How to Create an Azure Service Bus Queue This is a simple, straight forward How-To to create an application registration that can be used by Finance and Operations. At the end, you'll have an Service Bus Host name, a queue name as well as a primary connection string (data points 6, 5, and 3 referenced in other articles). Creating a Service Bus First, go to https://portal.azure.com. Next, search for Service Bus. Next, click on create. Next, fill out all of the required fields giving it a namespace name as well as a pricing tier. Standard pricing tier has lots of features but is very low cost. Click Next. Click Next. Click Next. Note that some organizations may provide defaults values here or you may have to provide some depending on policy. Click Create. Wait until the resource deploy then click Go To Resource. Record the Service bus host name in a safe place. This value will be referred to by other articles. Click on Shared Access Policies. Click on RootManageSharedAccessKey. Copy the value in Primary Connect String into a safe place. This value will be referred to by other articles. Close out of the SAS Policy. Create A Queue To Create a Queue in your Namespace, click on queues, Then click Queue, then give it a name. Record the name in a safe space. This value will be referred to other articles. Next, click Create. Your queue should look like this. That's all. View the discussion thread. Reported:  ( 3 min )
    How to Create an App Registration for F&O
    Submitted by Nathan Clouse on 01/26/23. How to Create an App Registration for F&O   This is a simple, straight forward How-To to create an application registration that can be used by Finance and Operations. At the end, you'll have an application ID as well as a secret value (data points 1 and 2 referenced in other articles). First, go to https://portal.azure.com. Next, search for app registrations and click on the first result Next, click "new registration" Next, give the app registration a name then click register. Next, record the application (client) ID in a safe place. This will be referenced later several other articles. After that, click on Certificates & Secrets. Next, Click on New Client Secret. Next, enter a description and set when this will expire then click add. Next, record the value in a safe place. This will be referenced later several other articles. This will only be visible right after adding the secret. That's it.   View the discussion thread. Reported:  ( 3 min )
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    How to Connect your Finance and operation environment with Dataverse environment
    You can read more about how to link environments here(read more)  ( 13 min )
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    How to Connect your Finance and operation environment with Dataverse environment
    With recently released features in LCS its now possible to connect finance and operations environments with existing dataverse environments. In this blog post we will go through the process of linking F&O enviornment with dataverse enviornment through LCS. The old process was described in this article (https://elearnd365.com/2021/11/13/link-newly-created-fo-environment-with-existing-dataverse-environment/ ) As a part of power platform integration, […]  ( 10 min )

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    Making Dataverse available for all makers
    Working with Dataverse is now becoming easier with ‘Developer environment’ that comes with premium capabilities, without any additional cost. You can work on Power Platform using Dataverse for building applications where now you can work with relationship modeling in Canvas applications, leverage Model driven applications, build virtual tables, Power FX, formula columns, ALM and much…  ( 6 min )
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    What Is Dynamics 365 Sales?
    What Is Dynamics 365 Sales? Microsoft Dynamics 365 Sales functions as a high-powered Customer Relationship Management (CRM) platform, specializing in sales pipeline management and full transparency into relationship activities. It also offers powerful flexibility, allowing it to go far beyond traditional CRM functionality. Dynamics 365 Sales can be implemented to help your sales team manage their sales cycle, from lead... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 7 min )
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    A comparison between Dynamics 365 Finance & Supply Chain Management and Dynamics 365 Business Central in terms of features, capabilities and suitability for different types of businesses
    The basic comparation that helps you choose which solution is optimized for your company. Dynamics 365 Finance Operations Dynamics 365 Business Central Dynamics 365 Finance Operations applications that are specifically designed to connect individuals, procedures, information, and insights across various business areas such as finance, project management, human resources, supply chain, and commerce. It allows for flexible deployment options and the ability to adapt to new business priorities as needed. A all-in-one business management tool that assists small and medium-sized businesses in integrating their financial, sales, service, and operations teams through a single user-friendly application that can be implemented quickly. It is distributed, maintained, and expanded by specialized partner channels. Mid-market to large enterprises with 50 – 1000+ users Small to medium-sized businesses (SMBs) with 3 to 250+ users Organizations with in-house IT resources to support go-live and maintenance Businesses who need fast deployment and have limited IT resources to support Heavily invested in Dynamics AX and looking to move to the cloud Heavily invested in Dynamics NAV, GP, or SL and ready to move to the cloud Deep industry and vertical capabilities within applications Over 2000+ industry and horizontal apps on AppSource optimized for SMBs Individually deployable solutions for sales, service, customer insights, finance, projects, HR, supply chain, commerce, and more Single solution that supports finance, sales, service, projects, supply chain, warehousing, manufacturing, and more Centralized operating models, with a single deployment spanning multiple companies, entities, and/or countries Decentralized operating model, with separate deployments for each company, entity, and or country There is also an ability to use a hub and spoke model is provided, where Dynamics 365 Finance & Supply Chain is deployed in the main office and Business Central in subsidiary locations.  ( 1 min )
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    Dynamics 365 Finance & Operations Monitoring and Telemetry using Application Insights | January 18, 2023
    www.youtube.com/watch Presenters:  Lane Swenka - lane.swenka@microsoft.com Kenny Saelen - kenny.saelen@microsoft.com Aman Nain - aman.nain@microsoft.com Haytham Said - Haytha...(read more)  ( 11 min )

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    Novedades de la release wave 1 2023
    Ya ha llegado esa época del año, ¡se acaban de publicar los planes de la Release Wave 1 2023 de Dynamics 365 y Power Platform! La Release Wave 1 2023 para Microsoft Dynamics 365 Finance and Operations se centra en mejorar la experiencia de desarrollo, administración y usuario mediante la eliminación de barreras, el refuerzo… Continue Reading Novedades de la release wave 1 2023 ariste.info Novedades de la release wave 1 2023  ( 13 min )
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    Dynamics 365 & Power Platform – 2023 release wave 1 plans
    Today, Microsoft released the new plans for 2023 release wave 1. These plans will tell you about the short-term investments to be released by Microsoft for Dynamics 365 and the Power Platform. Microsoft is releasing these plans twice a year to indicate what they are working on. In this post, you will find the links […] The post Dynamics 365 & Power Platform – 2023 release wave 1 plans appeared first on Dynamicspedia.  ( 13 min )
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    2023 release wave 1 plans for Microsoft Dynamics 365 and Power Platform now available
    On January 25, 2023, we published the 2023 release wave 1 plans for Microsoft Dynamics 365 and Microsoft Power Platform, a compilation of new capabilities planned to be released between April 2023 and September 2023. This first release wave of the year offers hundreds of new features and enhancements, demonstrating our continued investment to power digital transformation for our customers and partners.  This release wave builds on our commitment to create applications and experiences that add value to every role by breaking down silos between data, insights, and people. New capabilities empower new ways to make informed decisions with AI-guided insights and suggested actions, easier ways to automate tasks and processes, and collaboration seamlessly integrated into the flow of work, plus, n…  ( 19 min )
    Optimize Dynamics 365 Sales product usage with new reports!
    Data is one of the key resources to making informed, contextual decisions. Without data, without being able to measure telemetry and usage, it's challenging to identify areas of improvement. But it's not just the data itself that matters, it's that this data is actionable, helping users understand not only the what, but also the how and why. With Dynamics 365 Sales product usage reports, we're happy to offer administrators and sales managers the ability to get data at their fingertips. The new feature allows sales managers and sales administrators to track the usage of Contacts, Opportunities, Leads and Accounts (COLA entities) by their sellers. With this information, they will be able to make critical decisions about the work processes within their teams. For example, they will be able to…  ( 14 min )
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    2023 release wave 1 plans for Microsoft Dynamics 365 and Power Platform now available
    On January 25, 2023, we published the 2023 release wave 1 plans for Microsoft Dynamics 365 and Microsoft Power Platform, a compilation of new capabilities planned to be released between April 2023 and September 2023. This first release wave of the year offers hundreds of new features and enhancements, demonstrating our continued investment to power digital transformation for our customers and partners. The post 2023 release wave 1 plans for Microsoft Dynamics 365 and Power Platform now available appeared first on Microsoft Dynamics 365 Blog.  ( 12 min )
    Optimize Dynamics 365 Sales product usage with new reports!
    Data is one of the key resources to making informed, contextual decisions. The post Optimize Dynamics 365 Sales product usage with new reports! appeared first on Microsoft Dynamics 365 Blog.  ( 7 min )
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    Illustrating risks in D365 Project Operations
    Visit the post for more.  ( 9 min )
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    IP based cookie binding in Dataverse is Generally Available.
    We are pleased to announce that IP based cookie binding in Dataverse is Generally Available (GA) for all our customers. This security feature will allow the administrators to safeguard Dataverse platform by blocking the cookie replay attack . IP cookie binding in Dataverse IP based cookie binding is a security technique that helps protect Dataverse against…  ( 6 min )
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    Dynamics GP General Ledger Close
    Dynamics GP General Ledger Close During this recorded webinar, we discuss the year-end General Ledger (GL) close in Dynamics GP. Closing the GL is usually done later in the first month of the new fiscal year.  The intended audience for this video is Dynamics GP users – all product versions. Contact us if you have any questions about finding fields... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 3 min )

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    Interesting Issue With the SecurityUserRoleOrganization Data Entity in D365FO
    Data entities within D365FO allow for external applications to interact with D365FO data. One data entity that I use both professionally and in my personal projects fairly regularly is SecurityUserRoleOrganization. This data entity is utilized to restrict a user role assignment to specific organizations within a D365FO environment. In most cases this is a legal […] The post Interesting Issue With the SecurityUserRoleOrganization Data Entity in D365FO appeared first on Alex Meyer.  ( 14 min )
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    5 customer service trends to watch in 2023
    The past couple years have been challenging for many customer service organizations. Meeting customers' rising expectations and adapting to their evolving needs within a volatile economic landscape has been a herculean effort. Businesses are investing more in measuring the impact of their customer service, and the investment is paying dividends. In fact, it's becoming more about the total customer experience and transforming the business models to create effortless experiences for both customers as well as employees. By 2026, Gartner predicts that 60 percent of large enterprises will use total experience to transform their business models to achieve world-class customer and employee advocacy levels.1 This growing acknowledgment is a positive indicator that service is finally recognized as …  ( 17 min )
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    5 customer service trends to watch in 2023
    By 2026, 60 percent of large enterprises will use total experience to transform their business models to achieve world-class customer and employee advocacy levels. This growing acknowledgement is a positive indicator that service is finally recognized as a core business value driver as support teams became pivotal in retaining customer loyalty and winning new customers throughout the pandemic. The post 5 customer service trends to watch in 2023 appeared first on Microsoft Dynamics 365 Blog.  ( 11 min )
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    PowerApps Portals & Power Pages
    In this article, we will see the difference and similarities between PowerApps Portals and Power Pages. PowerApps Portals PowerApps Portals are an extension of PowerApps that enables both citizen developers and professional developers to build external facing-websites that allow users their organizations to sign in with a wide variety of identities, create and view data... Continue Reading →  ( 13 min )

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    What Is Dynamics 365 Customer Service?
    What Is Dynamics 365 Customer Service? Microsoft Dynamics 365 Customer Service is a business application that empowers service teams to provide fast, consistent, high-quality customer service and gather insights about customer trends and interactions. As one of Microsoft’s Dynamics 365 applications, Customer Service integrates with the rest of the Dynamics 365 stack, but can also stand alone. This article will cover... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 7 min )
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    Connect the Angular with a Microsoft Dataverse using Web API – Part 2 of 3
    Hi, you are welcome to another informative blog post of Impulz Technologies LLC. This is the second part of the series of blog posts in which I am going to explain how to fetch the data from the Dataverse in a single page application (Angular application in our case). Quick Recap In the previous blog […] The post Connect the Angular with a Microsoft Dataverse using Web API – Part 2 of 3 appeared first on Impulz Technologies LLC.  ( 6 min )
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    Microsoft named a Leader in 2023 Gartner® Magic Quadrant™ for Enterprise Low-Code Application Platforms
    We are excited to see Microsoft named a Leader in 2023 Gartner® Magic Quadrant™ for Enterprise Low-Code Application Platforms for the fourth consecutive time. We believe this underscores our command in the market, materialized in amazing innovations built by more than 7.4 million monthly active developers of Microsoft Power Platform.  ( 7 min )
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    Formatting decimal places in Portal
    There might some cases when decimal places are already set up in Dynamics 365 F&O and you need to change directly in the portal without changing in D365 F&O. For example: SalesOrderedQty is already scale to 6 decimal places and used in many tables. You can’t change the decimal places. How can you change the... Continue Reading →  ( 13 min )
    Increase column width in PowerApps portal
    When you are working with PowerApps portal list which has column with long name for example vendor requested delivery date then your column split in 2 or three rows, and it doesn’t look good. You can’t resize directly in the portal. How to increase column width in PowerApps portal First, go to Web Files and... Continue Reading →  ( 13 min )

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    Add Export to excel option in Portal
    In today’s article, we will see how to export data to excel in PowerApps portal. Go to Dynamics 365 and open portal management. Go to your web pages Click on webpage and go to General tab. If you have already list available, then click on it otherwise select the list from the dropdown. Go to... Continue Reading →  ( 13 min )

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    PowerApps portal with Dynamics 365 F&O – Part 3
    In today’s article, we will see how to use Portal admin center for PowerApps portal. The Power Apps portals admin center allows you to perform advanced administrative actions on portals and the admin center is available when a portal is provisioned successfully. How to open PowerApps portal admin center Login to PowerApps and select your... Continue Reading →  ( 15 min )
    PowerApps portal with Dynamics 365 F&O – Part 2
    In today’s article, we will see how to create a PowerApps portal and how to use Dynamics 365 F&O data with PowerApps portal. If you don’t see my previous article on PowerApps portal with Dynamics 365 Finance and Operations, then you can find here. Before we start, let’s see what options are available to connect... Continue Reading →  ( 15 min )
    PowerApps portal with Dynamics 365 F&O – Part 1
    In today’s article, we will see what PowerApps portal is, when and why to use with Dynamics 365 Finance and operations. PowerApps portal was introduced by Microsoft in June 2019 to build low-code, responsive websites which allow external users to interact with the data stored in the Dataverse (Comman Data Service). PowerApps portal is a... Continue Reading →  ( 15 min )
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    Microsoft Dynamics 365 Ecosystem map
    ERP SOLUTIONS "> ERP SOLUTIONS ERP SOLUTIONS SERVICES "> ERP SOLUTIONS SERVICES CRM-SOLUTIONS "> CRM-SOLUTIONS AI-SOLUTIONS "> AI-SOLUTIONS COLLABORATION-SOLUTIONS "> COLLABORATION-SOLUTIONS POWER PLATFORM.png "> POWER PLATFORM
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    Optimize sales conversation follow-ups in two easy steps
    Taking time to speak with customers remains one of the best ways to build relationships and close deals faster. However, in a digital world it is often difficult to secure that moment of interaction. So when that moment happens, it is critical to focus on the conversation. Capturing valuable insights and next steps is a distraction at this precious time. Microsoft Dynamics 365 Sales conversation intelligence continues to harness AI technology to assist salespeople with just that it's there as your chief note taker. Master conversation follow ups by uncovering value from each call and gaining a deeper understanding of your customer interactions. We're excited to introduce two new features designed to save time and allow users to quickly access the most relevant and valuable insights from th…  ( 15 min )
    Warehousing telemetry now available in Supply Chain Management
    Telemetry is a crucial tool in monitoring the performance of a system to generate actionable insights that can improve productivity and optimize users' experience. New warehousing telemetry data in Dynamics 365 Supply Chain Management helps provide insight into the activities and general health of your Warehouse Management tenants and devices, so that you can diagnose problems and analyze operations that affect performance. With Warehouse Management Application Insights telemetry, you'll be able to answer questions like these: What's the state of the Warehouse Management mobile app and the devices it runs on? Are battery usage and network communication latency where you expect them to be, and if not, why not? How are your warehouse processes performing, including the time it takes to rele…  ( 15 min )
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    Optimize sales conversation follow-ups in two easy steps
    Taking time to speak with customers remains one of the best ways to build relationships and close deals faster. The post Optimize sales conversation follow-ups in two easy steps appeared first on Microsoft Dynamics 365 Blog.  ( 8 min )
    Warehousing telemetry now available in Supply Chain Management
    Telemetry is a crucial tool in monitoring the performance of a system to generate actionable insights that can improve productivity and optimize users' experience. New telemetry data in Dynamics 365 Supply Chain Management helps provide insight into the activities and general health of your Warehouse Management tenants and devices, so that you can diagnose problems and analyze operations that affect performance. The post Warehousing telemetry now available in Supply Chain Management appeared first on Microsoft Dynamics 365 Blog.  ( 8 min )

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    Bridge to the Cloud Promotion for Microsoft Dynamics
    Bridge to the Cloud Promotion for Microsoft Dynamics The Bridge to the Cloud promotion is a multi-year path that can help you transition from your on-premises deployment of Dynamics 365 Business Central, Dynamics NAV, or Dynamics GP to Dynamics 365 Business Central online. Bridge to the Cloud includes discounted licenses as well as dual-access rights for your existing on-premises ERP and your new... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 6 min )
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    Optimize sales conversation follow ups in 2 easy steps!
    Taking time to speak with customers remains one of the best ways to build relationships and close deals faster. However, in a digital world it is often difficult to secure that moment of interaction. So when that moment happens, it is critical to focus on the conversation. Capturing valuable insights and next steps is a distraction at this precious time. Microsoft Dynamics 365 Sales conversation intelligence continues to harness AI technology to assist salespeople with just that it's there as your chief note taker. Master conversation follow ups by uncovering value from each call and gaining a deeper understanding of your customer interactions. We're excited to introduce two new features designed to save time and allow users to quickly access the most relevant and valuable insights from th…  ( 15 min )
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    Optimize sales conversation follow ups in 2 easy steps!
    Taking time to speak with customers remains one of the best ways to build relationships and close deals faster. The post Optimize sales conversation follow ups in 2 easy steps!   appeared first on Microsoft Dynamics 365 Blog.  ( 8 min )

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    Event Preview: DynamicsCon Virtual 2023 ramps up with session voting, Microsoft participation
    DynamicsCon Virtual will return on March 15 and 16 for a fifth edition, bringing back distinct features and introducing an expanded program focused on customer success. DynamicsCon Virtual is known for its open voting process to determine the bulk... Read the full text.  ( 12 min )
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    Microsoft Dynamics 365 Finance - GL open balances data migration - options for GL and sub-ledger accounts
    Microsoft Dynamics 365 Finance - GL open balances data migration - options for GL and sub-ledger accounts: Load GL balances without subledger controlled accounts and let sub-ledger accounts be popul...(read more)  ( 13 min )
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    The Microsoft Supply Chain Platform enables resiliency for retailers
    Resiliency for retailers might best be understood by thinking about the delight consumers feel when they order that specific, thoughtful gift online for the holidays or when they come across the perfect gift while shopping at a store. To be successful with consumers in these moments, retailers must have the right products in stock at the right time and deliver them quickly and cost-effectively. This is what resiliency for retailers looks like, but how do you build resiliency into your supply chain? Microsoft Supply Chain Center Reduce supply and demand mismatches by running simulations using AI and real-time, advanced analytics. Try the preview McKinsey & Company found that 75 percent of consumer packaged goods (CPG) supply chain leaders prioritize supply chain digitalization, sug…  ( 18 min )
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    The Microsoft Supply Chain Platform enables resiliency for retailers
    The path to retail resilience in today's competitive environment revolves around connectivity, agility, and sustainability. Brands should address disruptions and challenges with solutions that can exceed customer expectations, drive profitability, and improve sustainability. The post The Microsoft Supply Chain Platform enables resiliency for retailers appeared first on Microsoft Dynamics 365 Blog.  ( 12 min )

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    Integration Best Practices: Dynamics 365 CRM to Finance & Operations
    Integration Best Practices: Dynamics 365 CRM to Finance & Operations Integrating Dynamics 365 CRM applications and Dynamics 365 Finance & Operations (F&O) via Dual-write provides bi-directional data synchronization. Users across applications benefit from seamless, real-time sharing of information about customers, vendors, people, products, and operations. However, successfully implementing this integration requires system administrators and customizers to address some challenges and design constraints that are not... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 10 min )
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    Fix: Issue in publishing changes in excel template
    It was required to add custom financial dimension such as OFFICE, COSTCENTER in FINOPS D365 to excel add-in in D365. I used standard documentation for this type of customization that has already been ...(read more)  ( 12 min )
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    Configura Azure Bastion para tus máquinas de F&O
    Llevamos mucho tiempo trabajando con las VM de desarrollo de F&O, sobretodo los partners de Microsoft que necesitan poder cambiar rápida y fácilmente entre diferentes entornos de clientes, y utilizar el VHD es un poco más complicado en ese escenario. Y por supuesto, usamos RDP para conectarnos a estas VMs. RDP es poco seguro, debido… Continue Reading Configura Azure Bastion para tus máquinas de F&O ariste.info Configura Azure Bastion para tus máquinas de F&O  ( 15 min )

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    D365 – This blogpost is not written by ChatGPT
    I have played with ChatGPT, and when looking through social media, blogpost and videos, it seems we have now entered the early ages of AI and we can ask ChatGPT to generate almost anything we are asking for. I have started to start ask myself philosophical questions and what will be replaced by these systems. … Continue reading D365 – This blogpost is not written by ChatGPT  ( 10 min )

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    Microsoft BizApps Deutschland Podcast #5
    [German Language Podcast] Im ersten Podcast im Jahr 2023 sprechen wir mit Jochen Guttenberger, der als Lead Solution Architekt und … Continue reading →  ( 9 min )

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    Connect the Angular App with a Microsoft Dataverse through Web API – Part I of 3
    Hi, welcome to the Impulz Technologies blog. In this multi-series blog post we are going to discuss how web developers can connect the JavaScript Single Page Application or simply SPA to a Microsoft Dataverse as back-end storage service using the standard REST APIs. We will be discussing the following scenario: User is going to sign-in […] The post Connect the Angular App with a Microsoft Dataverse through Web API – Part I of 3 appeared first on Impulz Technologies LLC.  ( 6 min )
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    Create computed column on view in D365FO using created date time column.
    Dear All,In this article will see how to create computed column in view. As we all know view are returning records from SQL from multiple tables, but some time we are getting requirement to create calculated column using the available column. Si...(read more)  ( 12 min )

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    The data bias challenge: Creating inclusive customer experiences
    As marketing leaders, one could say that your potential for success is only as good as the data you possess. But is that possession enough? To develop targeted, thoughtful, and inclusive customer experiences, acknowledging that today's data lacks representation, diversity, and reach is important. That's true whether you consider gender, race, age, cultural experiences, accessibility, and more. In today's data-driven business landscape, it's important to reflect on the fact that the traditional data sets you've come to rely upon only provide part of the answer. To get to the heart of your customers' decision-making, you need to not only consider data that's inclusive and representative of the customers you are trying to reach, but also take a fresh look at how you measure this data. The ind…  ( 17 min )
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    The data bias challenge: Creating inclusive customer experiences
    In today's data-driven business landscape, it's important to reflect on the fact that the traditional data sets you've come to rely upon only provide part of the answer. To get to the heart of your customers' decision-making, you need to not only consider data that's inclusive and representative of the customers you are trying to reach, but also take a fresh look at how you measure this data. The post The data bias challenge: Creating inclusive customer experiences appeared first on Microsoft Dynamics 365 Blog.  ( 11 min )
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    Easily share devices between multiple frontline workers using Power Apps Shared Device Mode
    Here at the National Retail Federation 2023 conference, we are excited to share the immediate availability of Shared Device Mode (SDM) Public Preview for Power Apps on Android. Frontline workers will now be able to quickly, easily, and securely log in and out of their devices when handing off mobile devices or sharing kiosks. This…  ( 5 min )
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    Add new inventory dimensions through extension
    VAR solution (existing field InventDimensionN) 1. create new table to hold dimension values, it can be linked to InventTable public class VKItemCSIDNumbers extends common {     public static boolean checkExist(VKCSIDNumber _csid, ItemId _itemId)     {         if (_itemId && _csid && !VKItemCSIDNumbers::exist(_csid, _itemId))         {             return checkFailed(strFmt("Inventory CSID number %1 does not exists for item %2", _csid, _itemId));         }         return true;     }     public static boolean exist(VKCSIDNumber _csid, ItemId _itemId)     {         return _itemId && _csid             && (select VKItemCSIDNumbers                     where VKItemCSIDNumbers.ItemId == _itemId  && VKItemCSIDNumbers.CSIDNumber == _csid                ).RecId != 0;     } } 2. new class deriving …  ( 2 min )
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    Virtual tables creation wizard
    Recently, Microsoft introduced new feature Virtual tables creation wizard in Power Platform. With this feature, you can now create virtual tables directly from the SQL table, SharePoint and excel using a guided creation wizard. Virtual table enables to integrate data from external sources by representing the data as table in Dataverse without any data replication.... Continue Reading →  ( 14 min )
    Dynamics 365 2022 release wave 2
    The Dynamics 365 and industry clouds release plan for the 2022 release wave 2 describes new features releasing from October 2022 through March 2023. You can either browse the release plan online or download the document as a PDF file. The PDF file also includes information about Power Apps, Power Automate, Power BI, Power Pages, Power Virtual Agents, Microsoft Dataverse, Microsoft Power... Continue Reading →  ( 13 min )
    Microsoft Power Platform: 2022 release wave 2
    The Microsoft Power Platform release plan for the 2022 release wave 2 describes new features releasing from October 2022 through March 2023 for Power BI, Power Apps, Power Pages, Power Automate, Power Virtual Agents, and AI Builder, as well as Microsoft Dataverse, Power Platform capabilities for governance and administration, pro development, ISV experiences, and data integration. You can either... Continue Reading →  ( 13 min )
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    Best Practices and Patterns | January 4, 2023
    www.youtube.com/watch Presenters:  Srinath Sundaresan ssundar@microsoft.com Rob Bertram Robert.Bertram@microsoft.com ~ Learn best practices around development patterns when migrating from Retail...(read more)  ( 11 min )

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    How to Create an Index in D365 FO
    In the previous article, I explained how to create a table in D365 FO. In this article, I will explain Set Indexes on The Table. As we know tables are the core objects used to store data in Microsoft Dynamics 365. A table index increases the speed of the retrieval of data from a table. So, while creating a table don’t forget to set the index for the table. An index helps Increase the speed of the retrieval of rows from a table. Indexes are used to improve the performance of data retrieval. occasionally an index helps to ensure the existence of unique records. In D365 FO like other database objects, indexes are synchronized with the database. Hence, Once an index is created, indexes are managed automatically by the DBMS every time a record is inserted, updated, or deleted. So here…  ( 23 min )

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    Transform retail customer experiences with the Microsoft Customer Experience Platform
    National Retail Federation (NRF) 2023: Retail's Big Show is here, and thousands of people are joining together in New York City to collectively envision what's next for the future of retail. The lessons and best practices to be shared have important implications for other industries as well. Retailers, operating in a highly competitive environment, are often the first to blaze the trail of innovation in customer experience. Elevating the consumer shopping experience requires companies to deliver more relevant, streamlined experiences throughout the retail value chain. That delivery starts with unifying disparate data from sources across the end-to-end shopper journey. Driving customer acquisition, retention, and business growth requires a connection between your customers, your people, and…  ( 16 min )
    Direct inbound calling: Premier support made easy
    Jamie is an IT admin working on managing Contoso's IT services. Because his work is mission critical, he has a premier support account with the IT infrastructure provider. This includes direct technical support access to a specific support agent with deep knowledge of Jamie's setup and requirements.   Jamie is working on enabling a new service in production. He knows there is some risk that he may run into an issue in the process. It gives Jamie peace of mind that he is only one call away from contacting a domain expert with knowledge of his setup if needed.  Introducing direct inbound calling in Dynamics 365 Customer Service  Many customer contact centers have scenarios where the ability to contact a specific agent via phone is critical. Handling such setups via workstreams is very cumber…  ( 14 min )
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    Transform retail customer experiences with the Microsoft Customer Experience Platform
    Marketers today are rethinking their data strategies, looking for ways to take ownership of their customer data and to use that resource to create valued customer relationships in a time of tightening privacy legislation. Microsoft continues to make significant investments in helping organizations across industries fulfill customer demands for privacy and personalization while optimizing marketing return on investment (ROI). The post Transform retail customer experiences with the Microsoft Customer Experience Platform appeared first on Microsoft Dynamics 365 Blog.  ( 9 min )
    Direct inbound calling: Premier support made easy
    The voice channel in Dynamics 365 Customer Service now provides the ability to configure direct callbacks with just a few clicks. The post Direct inbound calling: Premier support made easy appeared first on Microsoft Dynamics 365 Blog.  ( 7 min )
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    Virtual tables creation wizard now in Public Preview
    Have you tried creating a virtual table and found it too difficult? Do you wish you had an easy way to integrate external data from SharePoint and SQL into Dataverse? We are excited to announce that makers can now create virtual tables directly in the maker portal in just a few minutes using a guided…  ( 6 min )
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    EU Taxonomy implementation in D365
    Visit the post for more.  ( 9 min )
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    Microsoft Power Platform: Learning Resources
    Microsoft created a summary of learning resources for Power Platform. These resources are from beginner to advance level. I am NEW, help me get started I have SOME EXPERIENCE For detailed information, please visit to this link https://aka.ms/PowerPlatformResources  ( 14 min )
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    Comparing Security Between D365FO Environments Solution Released
    I’m happy to announce the public release of my ‘D365FO Security Comparison Utility’ available on my GitHub! Solution Download The solution download is available here: https://github.com/ameyer505/D365FOSecurityComparisonUtility/releases The source code for the application can be found here: https://github.com/ameyer505/D365FOSecurityComparisonUtility Overview of Solution Install the Deployable Package Download the deployable package from GitHub: https://github.com/ameyer505/D365FOSecurityComparisonUtility/releases/download/v1.0/AMSecurity_1.0.0.0.zip Install the deployable package […] The post Comparing Security Between D365FO Environments Solution Released appeared first on Alex Meyer.  ( 14 min )

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    D365 SysOperation Framework Mandatory
    In the last tutorial, I showed you how to add validation to the parameters of a batch job. In this article, learn to add D365 SysOperation Framework mandatory parameters. Validation can be added to ensure a user cannot run the job without setting a parameter. However, code can be added to actually show the parameter... Continue Reading → The post D365 SysOperation Framework Mandatory appeared first on Dynamics 365 Musings.  ( 10 min )
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    Johnson Controls simplifies their infrastructure, saving 3,610 hours on training enablement
    Johnson Controls, a world leader in building smart, healthy and sustainable buildings, has more than 100,000 employees that require training which needs to be scheduled, tracked, measured, and analyzed. They saved 3,610 hours on backend process management and increased training throughput by 400%.  ( 6 min )
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    10.0.31 Data Entities for Finance and Operations
    Here is the latest collection of data entities for 10.0.31 in both en-GB and en-US languages. 10.0.31 Data Entities – en-US 10.0.31 Data Entities – en-GB  ( 3 min )

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    From the Microsoft Dynamics 365 Finance & Operations Blogs: Invoice automation; Workspace personalization; Securing a menu item; Workflow notifications
    This week on the Dynamics 365 Finance and Operations blog roundup: Dynamics 365 Finance invoice automation in simple terms Create and share workspace personalization in Dynamics 365 Finance and Operations Securing a menu item is not enough – form... Read the full text.  ( 12 min )
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    D365 Marketing Conditional Content | January 2023
    www.youtube.com/watch Presenters:  Vânia Ferramacho (Senior FastTrack Solution Architect)  ~ This how to video walks us through the process of creating Marketing emails using conditio...(read more)  ( 11 min )

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    How to apply custom range on AOT query in D365 Finance and Operations
    Hi All,Here in this blog will see how to apply custom range on AOT query.Requirement: Add range on AOT query to get the records created before given days (createdDateTime - PriorDays)Steps 1 - Add new field in the parameters. Please refer below scree...(read more)  ( 13 min )
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    Customer Journeys in Dynamics 365 Marketing
    Customer Journeys in Dynamics 365 Marketing In Dynamics 365 Marketing, a Customer Journey is a curated, end-to-end customer purchase process, including all contact and decision-making points. With multifaceted campaign automation, it identifies leads and guides the target audience to move toward purchasing as they interact with your company. One of its core elements is communication automation, triggered by both specific audience... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 7 min )
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    Get started with Invoice Capture for Dynamics 365 Finance | December 12 & 14, 2022
    www.youtube.com/watch Presenters:  Rayne Zou raynezou@microsoft.com Severin Bock Severin.Bock@microsoft.com Kevin Giardini kgiardini@microsoft.com ~ Join this Tech Talk session to learn how to g...(read more)  ( 11 min )
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    Customer Service voice support channel launches in Canada
    Since the November 2021 launch in select geographic regions of the native voice channel in Microsoft Dynamics 365 Customer Service, we have been expanding worldwide to satisfy growing customer demand. We are proud to announce that we now support local country regions as well. As of November 30, 2022, the voice support channel is live in Canada.  Native voice support channel capabilities  The integrated voice channel allows customer service representatives to communicate with customers on the phone to resolve issues. The Canada launch includes all the features that the voice channel in omnichannel Customer Service environments supports today.  Self-serve voice support channel with Power Virtual Agents The Canada general availability launch also integrates Power Virtual Agents. Subject matt…  ( 13 min )
    Direct callback: Because nobody likes to wait on the phone
    Ana is excitedly setting up her new smartphone when the screen goes blank. In dismay, she calls customer service. The estimated wait time is more than 45 minutes, and she is number 7 in the queue because all agents are busy handling holiday call volume. She decides to stay on the line listening to music on hold for 45 minutes. By the time she gets to speak to an agent, she is relieved but a bit angry. Her first support experience with the smartphone manufacturer is less than pleasant, and this is before she even has a chance to discuss her issue. If the company had implemented direct callback, now available in Microsoft Dynamics 365 Customer Service, Ana's first engagement with it would have been much more reassuring.  Introducing direct callback in Dynamics 365 Customer Service  Many cust…  ( 14 min )
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    Customer Service voice support channel launches in Canada
    Since the November 2021 launch in select geographic regions of the native voice channel in Microsoft Dynamics 365 Customer Service, we have been expanding worldwide to satisfy growing customer demand. We are proud to announce that we now support local country regions as well. As of November 30, 2022, the voice support channel is live in Canada. The post Customer Service voice support channel launches in Canada  appeared first on Microsoft Dynamics 365 Blog.  ( 7 min )
    Direct callback: Because nobody likes to wait on the phone
    Ana is excitedly setting up her new smartphone when the screen goes blank. In dismay, she calls customer service. The estimated wait time is more than 45 minutes and she is number 7 in the queue because all agents are busy handling holiday call volume. The post Direct callback: Because nobody likes to wait on the phone appeared first on Microsoft Dynamics 365 Blog.  ( 8 min )
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    Career day speaker at Mensa HungarIQa
    The Mensa high IQ society in Hungary has started a series of sessions dedicated for showing the various IT professions in detail on a career day. As a proud member of the society I have the pleasure t...(read more)  ( 13 min )

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    Bank Credit Limit Tolerance Functionality in Microsoft Dynamics 365 Finance and Operations
    Dear Microsoft BizApps Community, Welcome to my next blog on Bank Credit Limit Tolerance Functionality in Dynamics 365 Finance and Operations. In many organizations the Treasury team or Finance Managers wants to put a control on Bank outgoing money, ...(read more)  ( 13 min )
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    Optimizing the Experience in Dynamics 365 Finance and SCM | December 14-15, 2022
    community.dynamics.com/.../DTT106EXT2_Recording_12152022.mp4 Presenters:  Phillip Seaton pseaton@microsoft.com Jason Green Jason.M.Green@microsoft.com Kevin Honeyman Kevin.Honeyman@microsoft.com...(read more)  ( 11 min )

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    Microsoft Dynamics 365 Training Courses 2023
    This is an introductory course on D365 Finance and Operations with a focus on D365 FO technical and Functional, this is especially for beginners. Those who are already working on D365 might already be aware of these that are being discussed, I recommend looking at the topics covered in this course and enrolling only if you think you do not know those topics. Register Now Course Highlights 45 Hours of training with Real Time Scenarios. A soft copy of the materials was provided. Daily 1-Hour Classes. Resume Preparation. 100 + Real-time tasks provide. Interview Cracking Tips. Explain Customization. What you'll learn Students will have a basic understanding of Microsoft Dynamics 365. For Functional, Students will have a basic overview of Microsoft Dynamics 365 Functional Modules.  For Technical, Students will have a basic overview of Microsoft Dynamics 365 Technical Modules. For technical students, basic programming skills are required Register Now Requirements Students should have basic computer skills. Students should be able to use Browsers like Chrome, or any other Web Browser to access the internet. Topics covered in this course Introduction of MS-Dynamics 365. Basic Configurations. AOT(Application Object Tree) Introduction. Data Types(Primitive Data Types) & EDT. OOPS, Concepts. User Interface. SSRS Reports. Data Entities. Extensions. Chain of Commands (COC). We will share the syllabus Register Now  ( 24 min )

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    ZUGFeRD 2.1/ Factur-X 1.0 for Dynamics 365 FO
    ZUGFeRD 2.1/ Factur-X 1.0 for Dynamics 365 FO ...(read more)  ( 16 min )
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    ZUGFeRD 2.1/ Factur-X 1.0 for Dynamics 365 FO
    We are excited to announce the release of the common German-French electronic invoice ZUGFeRD / Factur-X in Dynamics 365 for Finance and SCM. This plug-and-play solution in its “Light” version does not require any customisation and can be easily installed in the standard Electronic Reporting module of D365. It supports the […] The post ZUGFeRD 2.1/ Factur-X 1.0 for Dynamics 365 FO appeared first on ER-Consult.  ( 9 min )
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    Create and share workspace personalization in Microsoft Dynamics 365 finance and operations
    Personalization is one of the strong features available in Microsoft Dynamics 365 finance and operations which helps consultants and users to get the better user experience. As part of personalization workspace is one feature which as consultant, I suggest to all my end users because this provides lot of flexibility from managing day to day […]  ( 8 min )
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    Create and share workspace personalization in Microsoft Dynamics 365 finance and operations
    Personalization is one of the strong features available in Microsoft Dynamics 365 finance and operations which helps consultants and users to get the better user experience. As part of personalization workspace is one feature which as consultant, I suggest to all my end users because this provides lot of flexibility from managing day to day […]  ( 8 min )
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    Consumir Entidades de Dynamics 365 F&O desde C#
    En esta ocasión, vengo a compartir una pieza de código que me ha sido muy útil a la hora de consumir entidades de datos de Dynamics 365 Finance and Operations, ya sean tanto entidades estándar, como entidades personalizadas, desde cualquier tipo de aplicación escrita en C#. En mi caso concreto, es una pieza de código… Read  ( 12 min )

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    Microsoft BizApps Deutschland Podcast #4
    [German Language Podcast] Im ‘Weihnachtspodcast’ haben wir Stefan Riedel aus Hannover zu Gast, der sich als selbstständiger IT Berater primär … Continue reading →  ( 9 min )
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    Advanced filtering and query syntax
    https://learn.microsoft.com/en-us/dynamics365/fin-ops-core/fin-ops/get-started/advanced-filtering-query-options Advanced query syntax Syntax Character description Description Example value Equal to the value that is entered Type the value to find. Smith finds "Smith". !value (exclamation point) Not equal to the value that is entered Type an exclamation point and then the value to exclude. !Smith finds all values except "Smith". from-value..to-value (double period) Between the two values that are separated by double periods Type the from-value, then two periods, and then the to-value. 1..10 finds all values from 1 through 10. However, in a string field, A..C finds all values that start with "A" and "B", and values that are exactly equal to "C". For example, this query won't find "Ca…  ( 3 min )
    Filtering options Dynamics 365 Finance Operations
    https://learn.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/user-interface/filtering 1. Introduction 2. Filter expressions 2.1. Other frequent filter expressions 3. Filter Pane 3.1. When is the Filter Pane available? 3.2. What data does the Filter Pane work on? 3.3. What fields are initially shown in the Filter Pane? 3.4. Can I control the default fields that appear in the Filter Pane? 3.5. I don’t want users to be able to filter on a specific field or modify an existing filter. How do I accomplish this? 3.6. Can I control the fields that appear in the Add a filter field list in the Filter Pane? 3.7. How is the Filter Pane used? 4. QuickFilter 4.1. Why don’t I have a column selector in my QuickFilter? 4.2. Can I use the QuickFilter to filter other collection controls (such as t…  ( 7 min )

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    Securing a menu item is not enough – form controls
    In my previous blog post, I talked about missing parts on forms when you only focus on granting permissions on menu items. This is mainly the case if you start privileges and duties from scratch to ensure a least permissions principle. Form parts are a type of form control where security can be managed with […] The post Securing a menu item is not enough – form controls appeared first on Dynamicspedia.  ( 15 min )
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    Metadata search in Visual Studio
    Dynamics 365 > Metadata Search Syntax: : [: … [ :]] is one of the acceptable filter names, and are comma separated (and possibly quoted) filtering values. Filter names: Name: Filter by element name. This is the default filter, meaning if you just type a filter value, it is assumed to be an element name. Each comma-separated value is an acceptable element name. Type: Filter by element type. Each comma-separated value should be the name of an element or subelement type (root type or subtype) (that is, table, class, field). Logic of filtering is: (roottype_1 OR roottype_2 OR … OR roottype_N) AND (subtype_1 OR subtype_2 OR … OR subtype_N) Model: Filter by model name. Each c…  ( 2 min )
    Create and post general ledger journal
    Create and post general ledger journal: /// /// Helper class to reverse project invoice voucher transactions and match those, which relates to customer /// class VKProjectInvoicePostingHelper {     LedgerJournalTrans  paymLedgerJournalTrans;     ///     /// Entry point to execute reversal and matching process     ///     /// ProjProposalJour record     public void reverseTranasctions(ProjProposalJour _projProposalJour)     {         if (_projProposalJour && _projProposalJour.ProjInvoiceId)         {             ProjInvoiceJour     projInvoiceJour     = ProjInvoiceJour::find(_projProposalJour.ProjInvoiceId, _projProposalJour.InvoiceDate);             LedgerJournalTable  ledgerJournalTable  = this.createJ…  ( 2 min )

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    Deferral posting methods in Microsoft dynamics 365 finance and operations subscription billing: Part-6
    I have taken this explanation from Microsoft docs page and later part tried to create these scenarios in D365 see how actual transaction looks. On the Revenue and expense deferral parameters page, the options for deferral posting methods are Balance sheet and Profit and loss. The example in this article will help explain the differences between the two methods and […]  ( 9 min )
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    Deferral posting methods in Microsoft dynamics 365 finance and operations subscription billing: Part-6
    I have taken this explanation from Microsoft docs page and later part tried to create these scenarios in D365 see how actual transaction looks. On the Revenue and expense deferral parameters page, the options for deferral posting methods are Balance sheet and Profit and loss. The example in this article will help explain the differences between the two methods and […]  ( 9 min )

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    2022 Year in Review: Microsoft Dynamics 365 expert insights
    When subject matter experts in the Microsoft Dynamics community wrote about products, processes, and industries in 2022, they took a range of approaches, from product previews to customer best practices to industry outlook. Looking back through the year... Read the full text.  ( 12 min )
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    Electronic invoicing in Saudi Arabia for Dynamics 365 Commerce | December 14-15, 2022
    www.youtube.com/watch Presenters:  Evgeny Popov evgenypopov@microsoft.com Marek Rolecki Marek.Rolecki@microsoft.com Sandeep Kumar kumarsand@microsoft.com ~ Please join us in this session to lea...(read more)  ( 11 min )

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    How to set count on Tile using X++ (Update tile count runtime)
    Deal All,Today we are going to learn about how to set the count value on Tiles using x++ query. I came across this scenario during my resent customization. This will be helpful when you have requirement to filter tiles data count on the basis of unbo...(read more)  ( 14 min )

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    Configure and use currency exchange provider in Microsoft Dynamics 365 finance and operations
    Microsoft dynamics 365 finance and operations supports importing exchange rates directly from external providers so that while making forex transactions users need not to worry about having latest exchange rates. Currently we have following three exchange rates providers: Out of these three providers, two providers can be configurated directly without any additional integration but for […]  ( 8 min )
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    Configure and use currency exchange provider in Microsoft Dynamics 365 finance and operations
    Microsoft dynamics 365 finance and operations supports importing exchange rates directly from external providers so that while making forex transactions users need not to worry about having latest exchange rates. Currently we have following three exchange rates providers: Out of these three providers, two providers can be configurated directly without any additional integration but for […]  ( 8 min )

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    How to add range on AOT query and X++ query with two different columns.
    Hi All,Let's learn on how to add two different columns range on one column value of range in AOT Query.  Apply range on AOT Query: Only the point to be consider is we need to use parenthesis correctly and Proper enum name - DocumentSta...(read more)  ( 12 min )

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    How to create multi selection lookup on form control
    Hi All,In this article will see how to create multi selection lookup on a form control.For this we need to create one AOT query like CustTablelookup. for that you can refer the documents provides by Microsoft docs.Expected Result is below: Step ...(read more)  ( 12 min )
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    Link original invoice to credit note in Microsoft Dynamics 365 finance and operations
    Creating credit notes in accounts receivable against posted invoices is the normal activity and it can be due to multiple reasons like returns, wrong entry etc…. So, on of the request from receivable department is to have the reference of original invoice against which credit note is created and print the same information on document. […]  ( 8 min )
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    Link original invoice to credit note in Microsoft Dynamics 365 finance and operations
    Creating credit notes in accounts receivable against posted invoices is the normal activity and it can be due to multiple reasons like returns, wrong entry etc…. So, on of the request from receivable department is to have the reference of original invoice against which credit note is created and print the same information on document. […]  ( 8 min )

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    Subscription Billing - Deferrals and Allocations | December 13, 2022
    www.youtube.com/watch Presenters:  Brian King Brian.King@microsoft.com Jodi Christiansen jchrist@microsoft.com Adeel Edhi adeeledhi@microsoft.com ~ Microsoft Dynamics 365 Subscription Billing al...(read more)  ( 11 min )

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    Settle customer transactions
    Settles customer transactions project invoice transaction with general ledger journal transaction     void settleTransactions(ProjInvoiceJour _projInvoiceJour, LedgerJournalTrans _paymLedgerJournalTrans)     {         CustTable custTable = CustTable::find(_projInvoiceJour.InvoiceAccount);         // find related transaciton         LedgerJournalTrans  paymLedgerJournalTransLoc;         CustTransOpen       invCustTransOpen, paymCustTransOpen;         CustTrans           invCustTrans, paymCustTrans;         // Given the payment LedgerJournalTrans, find the related CustTrans which has CustTransOpen         select firstonly paymLedgerJournalTransLoc             where   paymLedgerJournalTransLoc.RecId  == _paymLedgerJournalTrans.RecId             join    paymCustTrans             where   p…  ( 1 min )
    General journal creation, posting, customer settlement process
    Helper class to reverse financial transactions produced by project invoice posting: - creates general journal transactions based on project invoice voucher - posts general journal - settles customer transaction from project invoice with reversal transaction from general journal /// /// Helper class to reverse project invoice voucher transactions and match those, which relates to customer /// class VKProjectInvoicePostingHelper {     LedgerJournalTrans  paymLedgerJournalTrans;     ///     /// Entry point to execute reversal and matching process     ///     /// ProjProposalJour record     public void reverseTranasctions(ProjProposalJour _projProposalJour)     {         setPrefix("Invoice reversal process"…  ( 3 min )
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    [Configure, Generate and Analyse] Working with inventory value report in Microsoft Dynamics 365 finance and operations
    In this blog, I will try to explain the new inventory value report storage. How we can configure, generate, and work with exported data. Many of us already know but there are many people out there who are new to system, it will help them. What is inventory value report? Inventory value report is the […]  ( 9 min )
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    [Configure, Generate and Analyse] Working with inventory value report in Microsoft Dynamics 365 finance and operations
    In this blog, I will try to explain the new inventory value report storage. How we can configure, generate, and work with exported data. Many of us already know but there are many people out there who are new to system, it will help them. What is inventory value report? Inventory value report is the […]  ( 9 min )
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    Optimize year-end close Series - Running the Year-end close for Dynamics 365 Finance | December 12-13, 2022
    www.youtube.com/watch Presenters:  Annette Bruer Annette.Bruer@microsoft.com Mohamed Aamer moaamer@microsoft.com Eric Pegors epegors@microsoft.com Severin Bock Severin.Bock@microsoft.com Himani ...(read more)  ( 11 min )

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    Tamper-proof document storage with Azure Confidential Ledger
    Visit the post for more.  ( 8 min )
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    Support Options for Dynamics AX 2009 and 2012
    Support Options for Dynamics AX 2009 and 2012 Microsoft’s “end of mainstream support” for Dynamics AX means that there will be no further Microsoft-generated system patches, security updates, or support from Microsoft. However, there are options that will protect your business, let you take advantage of your existing investment in Microsoft technologies, and preserve the skills and experience your team has built up... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 6 min )
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    How To Create A Table in D365 FO
    In the previous article, I explained what Extended Data Types in D365 is and how to create Extended Data Types. In this article, I will explain how to create a table in Dynamics 365 FO. As we know tables are the core objects used to store data in Microsoft Dynamics 365. In Dynamics 365 FO before creating a form we need to create the tables first. By using visual studio, it is very easy to create a table. In Dynamics 365 FO, you can use primitive data types or Extended data types for adding fields to the table. Before creating a new Extended data type (EDTs), you should check whether the EDT is already existing in the system, if already exists in the system, you can re-use it. Another important thing to remember while creating a table is, don’t forget to index the table to enhance its perfo…  ( 27 min )
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    Subscription Billing – Dynamics 365 Finance Series
    Microsoft Dynamics 365 Subscription Billing allows users to manage their recurring billings while tracking and managing key aspects of their customer and client contracts. Sessions include: ...(read more)  ( 11 min )
    Best Practices for Point-of-Sale Offline Databases – Dynamics 365 Commerce | December 7-8, 2022
    www.youtube.com/watch Presenters:  Scott Tucker Scott.Tucker@microsoft.com  Harish Jayaprakash hajayapr@microsoft.com Jarad Shannon jashanno@microsoft.com ~ Point-of-Sale is the heart of re...(read more)  ( 11 min )

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    Restrict access to worker information
    In today’s article, we will see how to restrict an employee to view information only for those legal entities that they have access. Currently, an employee can see data from all legal entities but there are some cases when this should not be happened due to GDPR compliance. User should not see information from other... Continue Reading →  ( 13 min )
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    DynamicsCon LIVE 2023: Agenda announced for a growing Microsoft Business Apps event
    Dynamics User Group (DUG) has announced that DynamicsCon LIVE will return May 22 to 25, 2023 in Scottsdale, Arizona. The event will be bigger than the 2022 event, with an anticipated 700 attendees and more than double the sessions, from 51 at the last... Read the full text.  ( 12 min )

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    D365 SysOperation Framework Validation
    In this article, learn how to add D365 SysOperation Framework validation to ensure that parameters are set correctly. In a previous lesson you learned how to add parameters to a batch job. While adding parameters provides flexibility to the user, it may allow the user to run the batch job in a way it was... Continue Reading → The post D365 SysOperation Framework Validation appeared first on Dynamics 365 Musings.  ( 9 min )
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    Dynamics 365 Finance in Government Agencies
    Too many government agencies are working with outdated systems and processes that frustrate teams and hinder productivity. Forward-thinking finance and operations leaders are looking for ways to moder...(read more)  ( 12 min )
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    Truncate entity list in Dynamics 365 F&O
    Recently, Microsoft introduced Truncate entity list under data management in Dynamics 365 F&O. With this option, user can truncate all entities in Dynamics 365 F&O without writing any SQL script or x++ code. What is truncate entity list. Sometimes, while doing deployment or development we get an issue with the entity, and we need to... Continue Reading →  ( 13 min )

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    Near-zero downtime (nZDT) and Proactive quality updates | December 6, 2022
    www.youtube.com/watch Presenters:  Rashmi Mansur rashmim@microsoft.com Mata Prasad Gupta matgupta@microsoft.com Dileep Raj Perugu dileepp@microsoft.com Akshat Singh Akshat.Singh@microsoft.com H&...(read more)  ( 11 min )
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    Accelerate your year-end close process
    The year-end close process is a cumbersome, multi-step task that ensures an organization can provide accurate annual reports and financial statements for its stakeholders. It's critical to get it right, but the process can be intimidating and overwhelming. Trying to balance the workload among overstressed accounting staff can result in errors, multiple manual adjustments, and pressure on the finance department. The new Optimize year-end close feature in Microsoft Dynamics 365 Finance can help. Year-end close moves to a dedicated service with more visibility With the new optimization, the heavy processing moves to a dedicated service, reducing resource consumption on SQL and batch servers and allowing the process to run more efficiently. The time saved enables your finance team to react qui…  ( 13 min )
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    Accelerate your year-end close process
    The year-end close process is a cumbersome, multi-step task that ensures an organization can provide accurate annual reports and financial statements for its stakeholders. It's critical to get it right, but the process can be intimidating and overwhelming. Trying to balance the workload among overstressed accounting staff can result in errors, multiple manual adjustments, and pressure on the finance department. The post Accelerate your year-end close process appeared first on Microsoft Dynamics 365 Blog.  ( 6 min )
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    Accelerate your year-end close process
    The year-end close process is a cumbersome, multi-step task that ensures an organization can provide accurate annual reports and financial statements for its stakeholders. It's critical to get it right, but the process can be intimidating and ove...(read more)  ( 13 min )
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    Accelerate your year-end close process
    The year-end close process is a cumbersome, multi-step task that ensures an organization can provide accurate annual reports and financial statements for its stakeholders. It's critical to get it ...(read more)  ( 13 min )
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    Chat GPT was asked to build a Daily Tracker application in Canvas Power Apps — Does this mean we have a replacement?
    In light of everyone's buzz over Open AI's ChatGPT, I reached out to OpenAI Chat to ask to build Daily tracker apps for Canvas PowerApps and use Dataverse as a back-end and the response was amazing. If you remember, GitHub Co-pilot was released in October 2021, and the entire developer community loved it. Others, like myself, thought that while the tool was interesting, it was so far from replacing humans. Certainly, it could improve a process, but it wasn't capable of creating apps from scratch. Let's understand. What is Open AI's ChatGPT? By using the GPT-3.5 language model, the AI research group OpenAI has released a beta version of ChatGPT. Basically, ChatGPT is a chatbot that answers questions based on artificial intelligence. In order to produce text similar to that of a human, this …  ( 22 min )
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    MSDW Podcast: NMB Solutions expands in Europe with new shipping partnership
    This episode is sponsored by NMB Solutions . Microsoft Dynamics 365 Finance and Supply Chain Management customers in Europe face unique challenges related to transportation and shipping. Our guest, Nathaniël Nguyen, Director of Sales at NMB... Read the full text.  ( 12 min )

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    Restoring DB from Tier 2 environments with improved security connections using new DACFx framework
    While working with Dynamics 365 for Finance and operation implementation it’s a common requirement to take a database back up from tier 2 environments and restore it to Dev (Tier 1) environments. The standard procedure we follow to restore DB is get bacpac file from sandbox environments using LCS and use following command to restore […]  ( 10 min )
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    Preparing for your Year-end close with Dynamics 365 Finance | December 6, 2022
    www.youtube.com/watch Presenters:  Annette Bruer Annette.Bruer@microsoft.com Mohamed Aamer moaamer@microsoft.com Eric Pegors epegors@microsoft.com Severin Bock Severin.Bock@microsoft.com Himani ...(read more)  ( 11 min )
    Optimize year-end close series – Dynamics 365 Finance
    This Dynamics 365 Finance TechTalk series focuses on planning activities, setup, and configuration required to optimize year-end close processes of Dynamics 365 Finance. The series includes a sess...(read more)  ( 11 min )
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    Engage customers using highly personalized content—easily, efficiently, and at scale
    Your customers' email inboxes are like a firehose that never stops. How do you make sure they'll notice your communications in the flood? With personalized content tailored just for them. Generic, boilerplate emails make customers feel like they're just another number. Personalized experiences make your customers feel heard and understood. The post Engage customers using highly personalized content—easily, efficiently, and at scale appeared first on Microsoft Dynamics 365 Blog.  ( 9 min )

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    Holographic Microsoft Teams features empower hybrid collaboration in the industrial metaverse
    Microsoft HoloLens 2 customers are using mixed reality to expedite the ways they ensure process compliance, improve efficiency, and learn on the job with step-by-step holographic instructions in Microsoft Dynamics 365 Guides. The post Holographic Microsoft Teams features empower hybrid collaboration in the industrial metaverse appeared first on Microsoft Dynamics 365 Blog.  ( 8 min )
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    What Is Dynamics 365 Marketing?
    What Is Dynamics 365 Marketing? Microsoft Dynamics 365 Marketing is an end-to-end marketing solution. It handles everything from email campaign automations to campaign cost and revenue attribution. This article will explain D365 Marketing’s most important features, main use cases, and how it’s licensed (differently than most other Dynamics 365 apps). It will also cover the limitations of this application, and... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 7 min )
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    Microsoft BizApps Deutschland Podcast #3
    [GERMAN LANGUAGE PODCAST EPISODE] In dieser neuen Ausgabe des BizApps Podcasts sprechen wir mit Jonathan Freischlad über die Firma Ordat, … Continue reading →  ( 9 min )
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    One Admin - LCS PPAC Integration | December 7, 2022
    www.youtube.com/watch Presenters:  Andreea Bunduc abunduc@microsoft.com Corina Balan corinabalan@microsoft.com Lane Swenka - Lane.Swenka@microsoft.com Saurabh Kuchhal Saurabh.Kuchhal@microsoft.c...(read more)  ( 11 min )
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    Comparing Security Between D365FO Environments – Beta Solution
    One complaint I hear quite often and a huge gap in the current D365FO offering from a security perspective is that there is not a good way to compare security between environments. This becomes especially difficult when upgrading to a new D365FO version or when wanting to confirm that no new security changes have been […] The post Comparing Security Between D365FO Environments – Beta Solution appeared first on Alex Meyer.  ( 14 min )

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    Dynamics GP Fixed Assets
    Dynamics GP Fixed Assets During this recorded webinar, we share the monthly Fixed Assets process in Dynamics GP and explain how the Fixed Assets affect the General Ledger.  Topics discussed during this session include: Asset classification and tracking Types of Amortization Integration to Accounts Payable (AP)/Purchase Order Processing (POP) Entries recorded in the General Ledger (GL) Reporting using... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 19 min )
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    Power Platform Developer Tools November update
    We are glad to announce the release of our final 2022 deliverable, the November update for Power Platform CLI, Azure DevOps, and GitHub actions. Once again, this month’s update has some great new features available, and I am happy to share them with you. Support for Managed Identities in Azure DevOps This has by far…  ( 7 min )
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    The magical option to refresh virtual table relationships in Dataverse
    My goal in this blog post will be to provide you with steps that will help you to auto-refresh Virtual table relationships when changes are made to the Data entity relationships in Dynamics 365 FO. Business scenario: Consider the scenario where you have modified & developed several standard and custom data entities and defined the relationships required by the business. As a result of the discussion with the business SME, it was discovered that Power Apps or Dynamics 365 CE require a few additional relationships between the data fields. Lets deep dive and understand the steps I have chosen **PurchPurchaseOrderHeaderV2Entity (**Public Collection Name: PurchaseOrderHeadersV2) as an example. Assumption: PurchPurchaseOrderHeaderV2Entity is already enabled as a Virtual table in the Dataverse. I…  ( 19 min )
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    Education accelerator gets new sample applications and updated data model
    Educational institutions are looking for modern data solutions that improve their ability to accurately assess and quickly respond to students' and educators' needs. We designed the Microsoft Dynamics 365 education accelerator to help partners expedite the development of these solutions. The post Education accelerator gets new sample applications and updated data model appeared first on Microsoft Dynamics 365 Blog.  ( 7 min )

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    Power Platform build tools and Azure DevOps
    We have had a lot of requests to clarify best practices for using Power Platform Build Tools (PP.BT) for Azure DevOps and are delighted to share more about this in our post below. Username and password versus Service Principal When using Azure DevOps, the Power Platform Build Tools provides you options to either create service…  ( 8 min )
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    DynamicsMinds conference speakers
    I’ve just checked the list of sessions proposed for DynamicsMinds conference (22–24 May 2023, Slovenia), where I’ll also have a few, and recognized many familiar names. It’ll be great not only to listen their sessions, but also to finally meet them again in person. The list is long, but to mention at least some names, ... Continue reading ‘DynamicsMinds conference speakers’ »  ( 3 min )
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    D365 F&O Warehouse management application customization Part 2- Perform auto click from x++ code.
    Hi All,Welcome to the second part of this series. In this blog will see how we can perform the auto click after auto populating values. This is required because in standard logic system is working like on first click it will fetch item id , then on s...(read more)  ( 13 min )
    D365 F&O Warehouse management application customization Part 1- Auto populate the value to a standard field.
    Hi All, I hope everyone is doing great and learning new things.  Here I am coming with a new blog to understand and guide everyone to learn the customization in Warehouse Management application. As you can see in the screenshot below, We have re...(read more)  ( 12 min )
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    Store Commerce Planning and Execution (Rapid Start) | December 1, 2022
    www.youtube.com/watch Presenters:  Srinath Sundaresan ssundar@microsoft.com  Rob Bertram Robert.Bertram@microsoft.com ~ Learn best practices around planning and executing your migration fro...(read more)  ( 11 min )

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    Enabling rapid business model innovation and growth
    Microsoft commissioned Forrester Consulting to investigate where companies are succeeding, struggling, and investing in their quest to move toward service-centric business models and project-based operations. Forrester Consulting explored how this trend impacts the global business landscape and associated business teams. The post Enabling rapid business model innovation and growth appeared first on Microsoft Dynamics 365 Blog.  ( 8 min )
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    Boosting Customer Hosted Environment (CHE) Performance
    Submitted by Nathan Clouse on 12/12/22. Tags:  performance VM Visual Studio Let's examine how to get the most out of Azure spend for Tier 1 machines. A while ago Denis Trunin wrote an article on Visual Studio performance for F&O. I thought it was a well written and researched article. However, I wanted to see what the limit was on performance per unit of money spent. I also wanted to see what the limits were, in general. If twice as more is twice as better, then 4 times as much must mean 4 times more better, right? We'll be using the DOOM Super Shotgun methodology of 2 is better than 1, and 4 is better than 2. I'll also be likening each part of the article to a map from classic DOOM (1993). For those of you DOOM fans out there, this should be fun. For …  ( 16 min )
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    D365 SysOperation Framework Default Value
    After adding parameters to a SysOperation Framework batch job, you may want to set those parameters to start with an initial value. In this article, learn how to set a D365 SysOperation Framework default value. By setting a default value that is most appropriate for the data that the job will process, this can save... Continue Reading → The post D365 SysOperation Framework Default Value appeared first on Dynamics 365 Musings.  ( 9 min )
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    Protecting Data with Dataverse Part 2: Security from Internal Threats (Users)
    Protecting data from internal threats (users)  ( 6 min )
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    What is Flash Fill in Excel ? How to use flash fill in Excel ?
    In this article, we will discuss the flash fill feature of Microsoft Excel. As the name mentioned, Flash fill executes tedious tasks in a flash, it is one of the amazing features introduced by Microsoft in 2013. Before introducing flash fill functionality in excel, Microsoft excel uses used complex formulas to do the required tasks easily. But after introducing the flash fill tool, it reduced the complexity and execution time. For example: before introducing the flash fill property, to split the first name from a full name excel users used a formula, To extract the first name “Sachin” from “Sachin Tendulkar” we need to use a formula = left (A2, search (“”, A2,1)) Similarly, users need to write another formula to extract “Tendulkar” from “Sachin Tendulkar”. Where is Flash Fill Located …  ( 24 min )

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    D365: BarTender and label integration using REST API
    Do you feel that the of printing labels in Dynamics 365 is a bit difficult? The options we have in standard D365 is to learn Wave label printing. Or you can look into ISV’s as ISV Docentric. Labeling connects the transactional world with the physical world. We meet customer labels requirements for identifying products, pricing … Continue reading D365: BarTender and label integration using REST API  ( 12 min )

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    Financial Dimension setup in D365Finance for projects managed in D365ProjectOperations
    Visit the post for more.  ( 8 min )
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    Microsoft Dynamics 365 Interview Questions and Answers 2023 Update
    1. What is Dynamics 365 Finance & Operations? Microsoft Dynamics 365 is a cloud-based business platform developed by Microsoft, which is designed as a cloud-based Enterprise Resource Planning (ERP) by Microsoft on the Azure Platform. The browser-based Microsoft Dynamics 365 Finance & Operations replaces the previous version on-premise version Dynamics AX.  The responsibility of a Dynamics 365 Developer is to develop new modules or customize the existing modules. As Dynamics 365 is a high customization system, a developer with significant knowledge in D365 development can deliver high-quality solutions.  The minimum Software requirements for Dynamics 365 Server is, It can be hosted locally or can use the Microsoft cloud platform, Microsoft Azure. A minimum of 16 GB of RAM and 2 CPU Cores ar…  ( 31 min )

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    Coca-Cola United automates over 50,000 orders in complex SAP invoicing process with Microsoft Power Platform
    Coca-Cola Bottling Company United used Microsoft Power Platform to automate on-demand shipment requests – reducing order validation time from half a day to seconds, and automate a complex multi-step SAP invoicing process to handle over 50,000 orders.  ( 7 min )
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    Entities in Dynamics 365 and Power Platform
    In this article, we will see what entity is, different types of entities and how to identify entities in Dynamics 365 and Power Platform What is an entity An entity is an abstraction from the physical implementation of database tables. It is a combination of multiple tables where you can combine data from multiple sources or single... Continue Reading →  ( 10 min )
    View options: Streamlined employee entry
    With this new feature, it allows for efficient entry of employee and employment data. You can quickly update work history information for past, active, and future employees and contractors along with more intuitive navigation options. How to enable this feature Go to System Admin > Feature management Click on enable now Before you enable this... Continue Reading →  ( 10 min )
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    Microsoft and Futurum research: Discover insights to create experiences that customers love
    In partnership with Futurum, we surveyed 1,000 global business leaders, technologists, marketers, and data and customer experience professionals, and identified the challenges and opportunities that best-in-class data practices afford customer experience (CX) leaders today. The findings revealed what we had surmised going inthat companies are evolving their customer relationship management (CRM) technologies to meet changing customer expectations. The post Microsoft and Futurum research: Discover insights to create experiences that customers love appeared first on Microsoft Dynamics 365 Blog.  ( 9 min )
    New email signature features in Customer Service improve agent productivity
    An email signature concludes an email with style, professionalism, and branding. Customer service agents need to use their signature when emailing customers. Each agent has a distinctive style, however, and enforcing a standard pattern can be a challenge. The post New email signature features in Customer Service improve agent productivity appeared first on Microsoft Dynamics 365 Blog.  ( 7 min )
    Find email templates faster in Customer Service
    Templates are a fast and easy way to send consistent, professional, preformatted email messages. They're a time-saving feature that agents loveexcept when they forget the name of a template or have so many that quickly finding the right one becomes a challenge. The post Find email templates faster in Customer Service appeared first on Microsoft Dynamics 365 Blog.  ( 6 min )

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    Put vendor on hold for purchase orders in Microsoft Dynamics 365 finance and operations
    There is new feature available now in D365 finance and operation for vendor on hold for purchase order. Lot of times, customer used to ask if we can stop PO creation against vendor without stooping invoice and payments for existing transactions. Now this is possible with this new feature. This feature will enable putting a […]  ( 8 min )
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    Put vendor on hold for purchase orders in Microsoft Dynamics 365 finance and operations
    There is new feature available now in D365 finance and operation for vendor on hold for purchase order. Lot of times, customer used to ask if we can stop PO creation against vendor without stooping invoice and payments for existing transactions. Now this is possible with this new feature. This feature will enable putting a […]  ( 8 min )

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    Microsoft is named a Leader in 2022 Gartner® Magic Quadrant™ for Field Service Management
    It is with great pride that Microsoft shares its position as a Leader within the Gartner 2022 Magic Quadrant for Field Service Management for the third consecutive year. The post Microsoft is named a Leader in 2022 Gartner® Magic Quadrant™ for Field Service Management appeared first on Microsoft Dynamics 365 Blog.  ( 9 min )
    Add voicemail to your call queue management
    Microsoft Dynamics 365 Customer Service now offers voicemail as part of its omnichannel engagement capabilities. Currently in preview, voicemail can be a valuable component of your call queue management, as an overflow option on a voice queue or when a direct call to an agent goes unanswered. The post Add voicemail to your call queue management appeared first on Microsoft Dynamics 365 Blog.  ( 6 min )
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    Automate deployments with Power Platform Pipelines, now in preview
    Power Platform Pipelines aim to democratize application lifecycle management (ALM) for Power Platform and Dynamics 365 customers by bringing deployment automation capabilities into the product in a manner that’s more approachable for all makers, admins, and developers.  ( 7 min )
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    Nexer acquires Dynamics 365 ERP partner Rangeline Solutions
    North American ERP solution provider announces acquisition .... Read More Read the full text.  ( 12 min )
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    What is Extended Data Types (EDTs) in D365 and How to create Extended Data Types(EDTs)
    In the previous article, I explained how to create a label file and to use a label file to display texts and titles on user interfaces. In this article, I will explain Extended data types (EDTs). What are Extended Data Types (EDT) in D365? Extended data types commonly referred to as EDTs are user-defined types, based on primitive data types like boolean, integer, real, string, and date, and the composite data type container. You can also base EDTs on other EDTs. An EDT is a primitive data type or container with a supplementary name and some additional properties.  For example, You can create one EDT named Description with the property StringSize is 100 characters, which is derived from a Base primitive data type string. This newly created EDT you can use anywhere instead of using the primi…  ( 26 min )

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    Choice of Options from logic apps to Microsoft Teams
    With recent addition of connectors in Logic apps, users can choose to use these connectors for configuring poll , approval and many more process. I am skipping the part of creating logic apps and given below the first step of … Continue reading →  ( 12 min )
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    Centrilogic acquires IT hosting firm WatServ
    Microsoft-focused IT and managed services firm WatServ has been acquired by global solution provider Centrilogic , the companies announced today. The move will strengthen Centrilogic's application management, cloud, cybersecurity, and strategic... Read the full text.  ( 12 min )
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    Essential ways Dynamics 365 and Power Platform help you do more with less
    As companies across industries navigate a period of uncertainty, every investment in people and technology must be strategic and decisive to help people do more with lessless time, less cost, and less complexity. The post Essential ways Dynamics 365 and Power Platform help you do more with less appeared first on Microsoft Dynamics 365 Blog.  ( 11 min )
    Increase your supply resilience with multisourcing in Supply Chain Management
    For many years, companies have based their supply chain strategy on lowering costs and increasing efficiency. Often this resulted in relying on one supplier for important subcomponents, sometimes based offshore where labor is cheaper. During the pandemic, the world discovered that "lower costs and increase efficiency" is not a resilient strategy. The post Increase your supply resilience with multisourcing in Supply Chain Management appeared first on Microsoft Dynamics 365 Blog.  ( 8 min )

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    D365 SysOperation Framework Lookup
    There are times when the default parameters created for a SysOperation Framework job do not function as desired. In this article, learn to override the D365 SysOperation Framework lookup to show different columns and data than are shown by default. All of this is accomplished by creating a fourth class that extends SysOperationAutomaticUIBuilder. Review Before... Continue Reading → The post D365 SysOperation Framework Lookup appeared first on Dynamics 365 Musings.  ( 11 min )
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    Delegate the Mailbox Approval Process
    I am excited to share that the mailbox approval process can now be delegated to another user instead of always requiring a Global or Exchange admin.  Introduction  Server-Side Synchronization is a feature which enables Dynamics or Power Apps users to send/receive email and synchronize appointments, contacts, and tasks with Exchange. To enable a connection to…  ( 5 min )
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    Securing a menu item is not enough – form parts
    Implementing the correct security is not only about granting access to menu items. You need to understand the full architecture and realize the menu item linked to a menu is only one option when Microsoft mentions user interface elements in their documentation about the security architecture. I will spend several blogs explaining more options that […] The post Securing a menu item is not enough – form parts appeared first on Dynamicspedia.  ( 15 min )

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    Configuring Warehouse management is now simpler, easier, and more accurate
    Microsoft Dynamics 365 Supply Chain Management now streamlines warehouse configuration, reducing the time it takes to set up, validate, maintain, and troubleshoot your warehouse management processes. The post Configuring Warehouse management is now simpler, easier, and more accurate appeared first on Microsoft Dynamics 365 Blog.  ( 7 min )

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    What’s new: Power Apps November 2022 Feature Update
    Welcome to the Power Apps monthly feature update! We will use this blog to share a summary of product, community, and learning updates from throughout the month so you can access it in one easy place. A variety of new and highly anticipated features are now available which we are very excited to share. We…  ( 8 min )

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    Engage your customers faster with AI-powered marketing email content
    Marketers are often asked to do more with lessand do it yesterday. Every day, they need to quickly create compelling, unique email content that grabs the customer's attention in a sea of competing messages. Designing marketing email content can be incredibly challengingand often the toughest part is getting started. The post Engage your customers faster with AI-powered marketing email content appeared first on Microsoft Dynamics 365 Blog.  ( 7 min )

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    Rabobank streamlines complex process from three weeks to three minutes using Microsoft Power Platform
    As part of a broad digitization strategy, Rabobank adopted Power Platform to streamline internal processes. Rabobank currently uses more than 2,500 Power Apps and Power Automate solutions, including solutions that reduced processing time from three weeks to three minutes.  ( 7 min )
    Protecting data with Dataverse
    Part 1: Security from External Threats In this blog series, we will be covering how to protect data in Dataverse from external and internal threats (both from internal users and Microsoft). In today’s post, we will focus on protecting data from external threats. Secure Data from Hackers and Malicious Intent How can I protect my…  ( 6 min )
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    Get-D365Module -InDependencyOrder
    Despite the fact that I built a Powershell module for maintenance tasks of AX 2009 and AX 2012 environments, I’m not much involved in d365fo.tools module. The credit goes to other people, especially Mötz Jensen. Nevertheless I’ve recently added a small feature to Get-D365Module that you might be interested in. Get-D365Module normally returns modules (packages) ... Continue reading ‘Get-D365Module -InDependencyOrder’ »  ( 5 min )
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    Rebuild your index on MsDyn365FO Tier1 and Tier2+ environments
    I know that rebuilding database index is a polarizing topic. Anyway I want to share with you what I´ve recently found. Over the last service updates the Microsoft Dynamics 365 for Finance and Operations database got some handy new stored procedures to e. g. rebuild indexes. You can use those stored procedures on Tier1 environments … Continue reading Rebuild your index on MsDyn365FO Tier1 and Tier2+ environments →  ( 10 min )
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    The right work assignment method can improve agent satisfaction and utilization
    As a contact center manager, you need to ensure that customers are routed to the right agent while balancing factors like customer satisfaction, tiered SLA commitments, and agent satisfaction and utilization. Automated work assignment in Microsoft Dynamics 365 Customer Service can help. The post The right work assignment method can improve agent satisfaction and utilization appeared first on Microsoft Dynamics 365 Blog.  ( 9 min )

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    5 steps for transforming customer experience with Dynamics 365 Marketing and Customer Insights updates
    Hyper-personalized, self-driven, seamless interaction across any channel at any time is no longer a nice-to-have but a must-have as customers want to engage on their own terms and expect businesses to deliver even better experiences. The post 5 steps for transforming customer experience with Dynamics 365 Marketing and Customer Insights updates appeared first on Microsoft Dynamics 365 Blog.  ( 10 min )
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    Microsoft and PMI announce certifications for university students to drive employability
    Microsoft and the Project Management Institute (PMI) are partnering to announce the Microsoft Power Platform University Hub. The University Hub teaches students how to solve a wide range of business problems with low-code—one of the fastest growing technologies in the job landscape today.  ( 7 min )

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    Apple Messages for Business channel added to Dynamics 365 Customer Service
    The Apple Messages for Business channel is now available in Dynamics 365 Customer Service as part of our digital messaging offer, helping you reach even more customers. The post Apple Messages for Business channel added to Dynamics 365 Customer Service appeared first on Microsoft Dynamics 365 Blog.  ( 7 min )
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    D365 SysOperation Framework Parameters
    There are times when you will want to pass your batch job some parameters to control what data is processed. In this article, learn how to add D365 SysOperation Framework parameters. Adding parameters to the user interface gives users more control and makes the batch job more useful. Instead of always needing to process all... Continue Reading → The post D365 SysOperation Framework Parameters appeared first on Dynamics 365 Musings.  ( 10 min )

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    Get Infolog as a string
    /// /// Gets infolog content /// /// infolog string public static str getErrorStr(container _cont) { SysInfologEnumerator enumerator; SysInfologMessageStruct msgStruct; Exception exception; str error; enumerator = SysInfologEnumerator::newData(_cont); while (enumerator.moveNext()) { msgStruct = new SysInfologMessageStruct(enumerator.currentMessage()); exception = enumerator.currentException(); error = strfmt('%1 %2', error, msgStruct.message()); } return error; }  ( 7 min )

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    [Subscription Billing] Expense deferrals (Purchase accruals) in Microsoft dynamics 365 finance and operations: Part-5
    Finally, we have a solution for managing purchase accruals in D365 finance an operation which was not available as good solution for a long time. As we know we had two different methods Accrual scheme and periodic journal, but both had its own issue but now using Subscription billing Expense deferral we can solve this […]  ( 9 min )
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    [Subscription Billing] Expense deferrals (Purchase accruals) in Microsoft dynamics 365 finance and operations: Part-5
    Finally, we have a solution for managing purchase accruals in D365 finance an operation which was not available as good solution for a long time. As we know we had two different methods Accrual scheme and periodic journal, but both had its own issue but now using Subscription billing Expense deferral we can solve this […]  ( 9 min )
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    A comparison between Dynamics 365 Finance & Supply Chain Management and Dynamics 365 Business Central in terms of features, capabilities and suitability for different types of businesses
    The basic comparation that helps you choose which solution is optimized for your company. Dynamics 365 Finance Operations Dynamics 365 Business Central Dynamics 365 Finance Operations applications that are specifically designed to connect individuals, procedures, information, and insights across various business areas such as finance, project management, human resources, supply chain, and commerce. It allows for flexible deployment options and the ability to adapt to new business priorities as needed. A all-in-one business management tool that assists small and medium-sized businesses in integrating their financial, sales, service, and operations teams through a single user-friendly application that can be implemented quickly. It is distributed, maintained, and expanded by specialized partner channels. Mid-market to large enterprises with 50 – 1000+ users Small to medium-sized businesses (SMBs) with 3 to 250+ users Organizations with in-house IT resources to support go-live and maintenance Businesses who need fast deployment and have limited IT resources to support Heavily invested in Dynamics AX and looking to move to the cloud Heavily invested in Dynamics NAV, GP, or SL and ready to move to the cloud Deep industry and vertical capabilities within applications Over 2000+ industry and horizontal apps on AppSource optimized for SMBs Individually deployable solutions for sales, service, customer insights, finance, projects, HR, supply chain, commerce, and more Single solution that supports finance, sales, service, projects, supply chain, warehousing, manufacturing, and more Centralized operating models, with a single deployment spanning multiple companies, entities, and/or countries Decentralized operating model, with separate deployments for each company, entity, and or country There is also an ability to use a hub and spoke model is provided, where Dynamics 365 Finance & Supply Chain is deployed in the main office and Business Central in subsidiary locations.  ( 1 min )

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    What Is Dual-Write for Dynamics 365?
    What Is Dual-Write for Dynamics 365? Dual-write is the Dynamics 365 integration technology that enables the flow of data between certain applications: the Dynamics 365 CRM applications and Finance & Operations. As a Dynamics Partner, we’ve used Dual-write to help businesses connect their quoting and customer service inquiries to their financial processes, warehousing, and production. That lets salespeople, finance teams, and... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 9 min )
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    Streamlined employee, ESS and person hub view
    Recently, Microsoft released new feature called “Worker header control“. With this feature, it replaces the existing worker header in the Streamlined worker form, Person hub form and Employee self-service. The header contains key information about the worker, and also single-click actions such as emailing, calling, or messaging. The header can be modified by removing fields... Continue Reading →  ( 11 min )
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    Call overflow management: A gift to callers and agents this holiday season
    Ana is excitedly setting up her new smartphone when the screen goes blank. In dismay, she calls customer service. The estimated wait time is more than 30 minutes. All the agents are busy handling the holiday spike in call volume. The post Call overflow management: A gift to callers and agents this holiday season appeared first on Microsoft Dynamics 365 Blog.  ( 7 min )

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    Leading US hospice care provider VITAS Healthcare processes 2 million patient visits to date with Power Platform
    VITAS Healthcare is nation’s largest single-source provider of end-of-life care delivering meaningful hospice and palliative care to its patients and their families across 14 states and the District of Columbia. VITAS has used a Power Platform solution called “Emmy” to process 2 million patient visits – equivalent to 92% of all patient visits.  ( 6 min )
    Power Platform Developers tool October update
    We are delighted to share our October update for the Power Platform Developer tools. With this update, we are releasing some capabilities that have been in high demand by the developer community. So let us get into it. Power platform Command line updates Model builder We are bringing the ability to generate C# classes for…  ( 6 min )
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    Improve worker efficiency with automatic detour lookups in the Warehouse Management mobile app​
    Detours in the Warehouse Management mobile app in Dynamics 365 Supply Chain Management allow a worker to temporarily jump into another flow and come back to exactly where they were to continue the interrupted process. We have enhanced the detour feature to enable the system to fetch data related to the current task automatically, and then use the data in the detour flow. The post Improve worker efficiency with automatic detour lookups in the Warehouse Management mobile app​ appeared first on Microsoft Dynamics 365 Blog.  ( 6 min )

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    Call Data Management in Dynamics 365 Finance and Operations using OData Actions
    With OData actions we are able to invoke operations in Data Management. This way we can start import and export jobs or query various data elements. This is useful when we want an external appli...(read more)  ( 14 min )
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    Call Data Management in Dynamics 365 Finance and Operations using OData Actions
    With OData actions, it is easy to execute data jobs in Dynamics 365 Finance and Operations.  ( 13 min )
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    Single financial dimension value lookup
    Look up to display single financial dimension name values:     [FormControlEventHandler(formControlStr(AssetParameters, VKInterfacesGroup_VKFixedAssetBusinessUnitValue), FormControlEventType::Lookup)]     public static void VKInterfacesGroup_VKFixedAssetBusinessUnitValue_OnLookup(FormControl sender, FormControlEventArgs e)     {         #VKFinancialDimensions         FormStringControl   ctrl = sender as FormStringControl;         Args                args;         FormRun             formRun;         DimensionAttribute  dimensionAttribute;         select dimensionAttribute             where dimensionAttribute.Name == #FinancialDimensionName;         args = new Args();         args.record(dimensionAttribute);         args.caller(sender);         args.name(formstr(DimensionLookup));         formRun = classfactory.formRunClass(args);         formRun.init();         ctrl.performFormLookup(formRun);     }  ( 1 min )
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    IoT integrates with Microsoft Dynamics 365 Supply Chain Management
    Recently I’ve done a proof of concept with one of my customers and I was animated to cooperate more closely with Enterprise Asset Management (aka EAM) module in Microsoft Dynamics 365 Supply Ch...(read more)  ( 18 min )
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    Collaborative customer support helps agents resolve issues faster
    With most customer support agents now working remotely, the days of getting help from a peer in the next cubicle are over. Working in isolation, agents are frustrated, issues take longer to resolve, and customers aren't happy. But while agents are isolated, resolving a customer issue often requires input from multiple departments across the company. The post Collaborative customer support helps agents resolve issues faster appeared first on Microsoft Dynamics 365 Blog.  ( 7 min )

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    Microsoft BizApps Deutschland Podcast #2
    In the second podcast we talk to Marco Arndt about arineo as a Microsoft partner.  If you do not yet … Continue reading →  ( 9 min )

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    Safety level of invoiced orders [Purchase order] in Microsoft Dynamics 365 finance and operations
    In this blog we are going to see how we control addition of lines for our Invoiced purchase orders. Specify whether to allow changes to a fully invoiced purchase order. None – You can add new order lines to an invoiced purchase order. Warning – you can add new order lines to an invoiced purchase […]  ( 8 min )
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    Safety level of invoiced orders [Purchase order] in Microsoft Dynamics 365 finance and operations
    In this blog we are going to see how we control addition of lines for our Invoiced purchase orders. Specify whether to allow changes to a fully invoiced purchase order. None – You can add new order lines to an invoiced purchase order. Warning – you can add new order lines to an invoiced purchase […]  ( 8 min )
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    Discover new ways to analyze your Customer Service data
    To run a digital contact center effectively, supervisors need up-to-the-minute insights on all the activity between agents and customers. With new enhancements to Microsoft Dynamics 365 Customer Service, it's easier than ever to find and customize the historical analytics you need to identify key areas for improvement. The post Discover new ways to analyze your Customer Service data appeared first on Microsoft Dynamics 365 Blog.  ( 8 min )

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    Security how-to: Disable change of session date for users
    In the past, I already wrote a blog for awareness about the session date in Microsoft Dynamics. When you read this blog, you will learn about the purpose, but also that there are two options to change the session date in the standard application. However this is a great and helpful feature, some organizations might […] The post Security how-to: Disable change of session date for users appeared first on Dynamicspedia.  ( 12 min )
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    TAX Engine Extension for GST INDIA with NO CODE
    Dear Microsoft BizApps Community, Welcome to my next blog on TAX Engine Extension for GST INDIA, this blog is a must-be read and is very important, and useful for a consultant, who works for INDIA GST localization. INDIA GST localization has a very r...(read more)  ( 14 min )
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    Dynamics GP Canadian Payroll 2023 Tax Updates
    Dynamics GP Canadian Payroll 2023 Tax Updates 2023 tax updates for GP 2018 have not yet been released but are expected to arrive, as usual, from mid to late December 2022. Check the links below for updated information: Read Microsoft’s Canadian Payroll Year-End and Tax Updates for Microsoft Dynamics GP Article. Check out the cool new features that will be included in... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 4 min )
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    Project Operations & Cost Allocations
    Visit the post for more.  ( 8 min )

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    Equinor forecasts an annual savings of more than 500 million NOK on their Power Platform solution
    In this new blog series, we are sharing examples of customers who have been able to Do More With Less by utilizing the Power Platform. Learn about how Equinor digitally transformed multiple use cases in the logistics and supply chain area while furthering governance and training in their organization.  ( 6 min )
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    Sometimes you pay Reverse Charge in D365
    Sometimes you pay Reverse Charge in D365 ...(read more)  ( 10 min )
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    Sometimes you pay Reverse Charge in D365
    Under the “reverse charge system” it is the company receiving the service that is liable to pay the VAT, and not the company providing the service. Normally, the net amount of VAT to pay is offset by the same amount of the receivable VAT, and the tax burden remains 0. But not […] The post Sometimes you pay Reverse Charge in D365 appeared first on ER-Consult.  ( 7 min )
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    Introducing Microsoft Supply Chain Platform—an open, flexible, collaborative, and secure platform
    Earlier this week, we announced the Microsoft Supply Chain Platform. At the core of the Supply Chain Platform is the Microsoft Supply Chain Center, which introduces a ready-made command center for users to manage disparate supply chain data. The post Introducing Microsoft Supply Chain Platform—an open, flexible, collaborative, and secure platform appeared first on Microsoft Dynamics 365 Blog.  ( 12 min )

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    Subscription Billing - Expense Deferrals
    A nice addition to the Subscription billing module is Expense deferrals. It's a subtle addition, and some may not even notice it's there! However, you may see benefit if you are part of an organization that pays for large subscriptions, memberships, or investments upfront and you require a methodology to defer these large expenses into an account then move these expenses from that deferred account into an expense account over a period of time.  This new addition is not quite as obvious as the Revenue deferral piece discussed in the previous blog: Subscription Billing - Revenue Deferrals, but it is very powerful and can be leveraged in any organization!  Let's look at how to set up Expense deferrals in Microsoft Dynamics 365 for Finance! Deferral Defaults Similar to the Revenue deferr…  ( 9 min )
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    HcmWorkerV2
    I was asked to investigate why some changes disappeared from Employess form in F&O. If I open Human resources > Workers > Employees and right-click the form, it shows that its name is HcmWorker. That’s expected. But it’s a lie. There is a feature called Streamlined employee entry (HcmWorkerV2Feature class) and if it’s enabled, another form ... Continue reading ‘HcmWorkerV2’ »  ( 4 min )
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    Improve packing efficiency with the Warehouse Management mobile app
    Traditionally, warehouse workers pack items for shipment at a specific packing station, using a process that's optimized to ship small and medium-sized parcels. To improve packing efficiency when working in larger areas and with larger items, the Warehouse Management mobile app in Microsoft Dynamics 365 Supply Chain Management now provides a mobile packing experience thatRead more The post Improve packing efficiency with the Warehouse Management mobile app appeared first on Microsoft Dynamics 365 Blog.  ( 5 min )

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    Copy infolog messages
    Copy infolog messages:     str getInfologMessages(int _fromLine = 1, int _toLine = infolog.num())     {         SysInfologEnumerator enumerator;         SysInfologMessageStruct msgStruct;         //Exception exception;         str allMessages = '';         enumerator = SysInfologEnumerator::newData(infolog.copy(_fromLine, _toLine));         while (enumerator.moveNext())         {             msgStruct = new SysInfologMessageStruct(enumerator.currentMessage());             //exception = enumerator.currentException();             allMessages = ((allMessages) ? "\n" : '') + msgStruct.message();         }         return allMessages;     } Get all infolog data: infolog.infologData(); Re-import infolog data: infolog.import(InfologDataErrorMessage); infolog.clear(0);  ( 1 min )
    Working with financial dimensions LedgerDimension/DefaultDimension
    Creating new financial dimension set:     void VKAddFinancialDimension(DimensionAttributeValueSetStorage _dimSetStorage, str _name, str _value)     {         DimensionAttribute      dimAttr = DimensionAttribute::findByName(_name);         DimensionAttributeValue dimAttrValue;         dimAttrValue = DimensionAttributeValue::findByDimensionAttributeAndValue(dimAttr, _value, false, true);         if (_dimSetStorage)         {             _dimSetStorage.addItem(dimAttrValue);         }         else         {             throw error(strFmt("Value %1 for dimension %2 not found", _value, _name));         }     }         DimensionAttributeValueSetStorage   dimSetStorage = new DimensionAttributeValueSetStorage();         DimensionDefault                    defaultDimension;         VKAddFinancia…  ( 1 min )
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    Update: Release of Modern Learn page in Power Apps!
    Today we are pleased to announce the release of the modern Learn page in Power Apps! The new Learn experience has consolidated content from all Microsoft resources to help with your onboarding and upskilling journey. The Overview tab of the new Learn page includes a dynamic banner at the top – to help keep you … Continue reading “Update: Release of Modern Learn page in Power Apps!”  ( 5 min )

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    Override The JumpRef On A Base Form
    Previously, I explained how to use View Details to navigate to a related form. After that, I explained how override this functionality to navigate to a different form by overriding the D365 jumpRef method. Lastly, I will explain how to override the JumpRef on a base Microsoft form. Why Are Base Microsoft Forms Different? Unlike... Continue Reading → The post Override The JumpRef On A Base Form appeared first on Dynamics 365 Musings.  ( 11 min )
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    How to Create Rollup Columns (Fields) in Dynamics 365 CRM
    How to Create Rollup Columns (Fields) in Dynamics 365 CRM Rollup Columns (previously known as Rollup Fields) can be extremely useful when you need an aggregated value using data from multiple Dynamics 365 CRM records. For instance, you could use a Rollup Column if your VP of Sales wants to see the total estimated revenue from open Opportunities for each Account directly on the Account... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 9 min )
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    New ways to share Power Apps community forum ideas
    Between Nov 15 and Nov 29, 2022, Power Apps Ideas will migrate to a brand-new platform powered by Dynamics 365 Customer Service Community.  On top of providing our community with a brand-new interface to share ideas, the migration will enable our product teams to be much more responsive to user feedback and better integrate your … Continue reading “New ways to share Power Apps community forum ideas “  ( 6 min )

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    Metadata search in Visual Studio
    Metadata search in Visual Studio This article describes how to use metadata search to search your code and metadata for arbitrary patterns and content. Given the large volume of the code base and metadata, it is often necessary to find things in the code that meet a certain criteria. For example, you might not know the name of the metadata element that contains the pattern or meets the criteria. Metadata search is exposed in Visual Studio through two user interfaces: the Metadata Search tool window and the Navigate To window. Metadata search tool window You can access the Metadata search tool window from the Dynamics 365 > Metadata Search menu command. Enter your search query to start the search. Results will start populating in the window asynchronously as you type. You can double-click a…  ( 3 min )
    Extend on-hand inventory entities FinOps
    There are some entities that you can use to get the on-hand inventory from Dynamics 365 Finance Operations: 1 2 3 4 5 6 InventorySiteOnHandEntity InventorySiteOnHandV2Entity InventWarehouseInventoryStatusOnHandEntity InventWarehouseInventoryStatusOnHandV2Entity InventWarehouseOnHandEntity InventWarehouseOnHandV2Entity You can extend the ententies by adding new fields to tables and entities. After you add fields to tables that are used by the inventSiteOnHandView view, you must sync the engine so that the extensions are correctly recognized. Extend the InventSiteOnHandView view by adding the extension field. Extend the InventSiteOnHandAggregatedView view with the extension fields. Extend the InventSiteOnHandAggregatedViewBuilder viewBuilder class by modifying the getExtensionFields() method. In this way, you map old view fields to new view fields when viewBuilder synchronization is run. For example, you’ve added the following four fields to the InventTable table through extension: • Custom field 1 • Custom field 2 • Custom field 3 • Custom field 4 In the case, you must modify the getExtensionFields() method in the following way.  ( 1 min )

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    Refresh new objects in SQL server
    Whenever we create a new object (table/View/Stored procedure etc) in SQL server , the change will not be immediately reflected in query window. Intelisense works for the existing artifacts , but the new ones will be effective when we restart … Continue reading →  ( 12 min )
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    How to Create a Label File in D365 FO
    What is a Label file in Dynamics 365 FO? In D365 FO development you can directly input the labels, titles, or captions of any user interface, But in Standard project development, we need labels for displaying captions or titles in our user interface. The best practical method to achieve this goal is to use a label file. This label file contains a list of label IDs and related labels which are to be displayed on the user interfaces. You can call the label IDs to the user interfaces where you want to display the label. So, after creating a label file you must need to input a Label ID, a Label that is to be displayed on the user interfaces. In this article, I will show you how to create a label file and how to use the created label file to display texts or titles on the user interfaces.  If y…  ( 25 min )
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    Save personalized views of Customer Service dashboards as report bookmarks
    With Microsoft Dynamics 365 Customer Service 2022 release wave 2, we've supercharged the humble bookmark. It's no longer just a way to easily get back to your favorite analytics dashboards. Now you can use bookmarks to get back to your personalized views of those dashboards, no cape needed. The post Save personalized views of Customer Service dashboards as report bookmarks appeared first on Microsoft Dynamics 365 Blog.  ( 6 min )

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    Purchase Order Holds in Dynamics 365 Finance and Operations
    Until recently it was not possible to put a vendor on hold for purchase orders only. Instead, the vendor had to be put on hold for all transaction types, which meant that you were unable to process o...(read more)  ( 12 min )
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    Purchase Order Holds in Dynamics 365 Finance and Operations
    With this small new feature in Dynamics 365 Finance and Operations we can now put vendors on hold for purchase orders only so we can continue to process invoices and payments.  ( 11 min )
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    Boost seller productivity with embedded Teams calls and conversation intelligence
    In today's business environment, efficiency is paramount for seller productivity. Sales teams must achieve more with less. Sellers are looking for tools to reduce the time-stealing work that gets in the way of engaging with customers. They need to keep focused and move from one call to the next with ease. The post Boost seller productivity with embedded Teams calls and conversation intelligence appeared first on Microsoft Dynamics 365 Blog.  ( 8 min )
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    Update to using Application Insights for monitoring D365 Finance and Operations
    I previously wrote a blog post on one way to monitor licensing usage with Azure Application Insights. With the 10.0.30 update for D365 Finance and Operations that is available, it is easier now with n...(read more)  ( 14 min )
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    Dynamics GP October 2022 Release
    Dynamics GP October 2022 Release Through the commitment to the Modern Lifecycle Policy, version 18.5 of Dynamics GP was released on October 3, 2022. This article will highlight the top features that stood out to me as well as a list of all new features available in Dynamics GP 18.5. New Features in the October 2022 Release (18.5) Top 4... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 5 min )

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    Re-enable Users after Database Refresh
    Submitted by Nathan Clouse on 11/09/22. Enabling Users after a database refresh is a pain. Let's automate that away. Re-enabling users in UAT after a data refresh from PROD can be annoying, especially if  you have to be granted access to the environment administrator's account. Let's work through one way of creating a pipeline in Azure DevOps to re-enable a list of users using D365.FO Tools, PowerShell and a few OData tricks. First, Create an App Registration You can use this link for a walkthrough. We only need a client ID and a client secret. Nothing else needs to be configured in Azure. This should be created in the same tenant as the environment we want to connect to. Next, Add the App in F&O Use this link to add the App Registration in F&O. We should select the environment…  ( 4 min )
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    What Must Be Done To Create An Entity Relationship Diagram in Dynamics 365 Finance & Operations
    This blog post walks you through the process of creating ERD diagrams and unpacking them with information about Dynamics 365 Finance & Operations. Problem statement The customer IT team is expecting the implementation team to generate an ERD diagram for custom or standard tables to understand Dynamics 365 FO table relationships. There are a few situations in the discovery and design phase of Dynamics 365 FO implementation where ERD really simplifies everyone's life. Why is it so critical? By creating ERDs, business analysts and users can clarify business terms, understand business domains, and connect concepts to databases. What is an ERD (Entity Relationship Diagram)? It describes the relationship between entities or concepts in a data model. It is therefore necessary to distinguish betwe…  ( 23 min )
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    Customer Service voice support channel launches in the UK
    Since the November 2021 launch in select geographic regions of the native voice channel in Microsoft Dynamics 365 Customer Service, we have been expanding worldwide to satisfy growing customer demand. We are proud to announce that we now support local country regions as well. As of October 2022, the voice support channel is live in the United Kingdom. The post Customer Service voice support channel launches in the UK appeared first on Microsoft Dynamics 365 Blog.  ( 5 min )

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    Security in Microsoft Dataverse
    What is Dataverse?  Microsoft Dataverse is a cloud-based, low-code solution that lets you securely store and manage data that’s used by business applications. With your data stored in Microsoft Dataverse, there are many ways to access or modify it. You can work with the data natively with tools such as Power Apps or Power Automate, … Continue reading “Security in Microsoft Dataverse “  ( 6 min )
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    Reservation and on-hand inventory in warehouse management
    1. Inventory reservation hierarchy in Warehouse management The reservation functionality can be used only for items that are enabled for warehouse management processes. However, if an item is itself enabled for warehouse management processes, it can be used both in warehouses that are enabled for warehouse management processes and warehouses that are not. The behavior in reservation scenarios is different, depending on the warehouse setup. The functionality is built on reservation hierarchies and is intended to support the following: Flexible warehouse operations. Postponement of reservation details. Clear separation of which inventory dimensions can be specified, and when they can be specified. 1.1 Reservation hierarchies A typical reservation hierarchy for an item that uses the Site, War…  ( 9 min )
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    Streamline your make-to-order supply chain
    New make-to-order (MTO) automation capabilities available with the October 2022 release of Dynamics 365 Supply Chain Management streamline order-taking and related downstream processes. Supply chain planners can benefit from improved capable-to-promise (CTP) accuracy with plan-specific delay tolerance, keep supply available for last-minute orders, and automatically populate external order information during intercompany trade. The post Streamline your make-to-order supply chain appeared first on Microsoft Dynamics 365 Blog.  ( 7 min )

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    Install XML formatter in notepad ++
    This is off-topic from my regular posts. Notepad++ is a handy tool which serves as source code editor. Being a developer, I use it for various purposes : Code reading, formatting xml, investigating DIXF issues, bulk modification of the records … Continue reading →  ( 12 min )
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    Improve admin productivity with guided Customer Service channel setup and settings search
    We recently announced the unified Customer Service admin center, which consolidates administration experiences across the Microsoft Dynamics 365 Customer Service suite. The unified admin center simplifies setup tasks with a step-by-step guided experience to help admins easily onboard customer service channels. The post Improve admin productivity with guided Customer Service channel setup and settings search appeared first on Microsoft Dynamics 365 Blog.  ( 6 min )

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    Automate more, waste less: ESG initiatives with Dynamics 365 Finance
    It has become clear that ESG (environmental and social governance) initiatives are becoming a top business priority for many organizations. The opportunity facing business leaders is to find ways to utilize technology to drive a positive impact on business performance and the well-being of society and the environment. The post Automate more, waste less: ESG initiatives with Dynamics 365 Finance appeared first on Microsoft Dynamics 365 Blog.  ( 7 min )
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    How To Override The D365 JumpRef
    In the last article I explained how to use the D365 view details functionality to navigate to a related form. In this article, I will explain how to override the D365 JumpRef to open a different form, or pass information to filter the form in a different way. The reason why you would do this... Continue Reading → The post How To Override The D365 JumpRef appeared first on Dynamics 365 Musings.  ( 13 min )
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    Delete Party records having no reference in GAB – D365FO
    Take a scenario where the user creates a customer / Vendor for testing purpose. If there are no transactions , the record can be deleted from the form. But the reference still exists in global address book. It is not … Continue reading →  ( 13 min )
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    Using Gmail Accounts to Send email from Microsoft Dynamics 365 Finance and Operations as SMTP account
    Dear Microsoft Dynamics 365 Community, Welcome to my next blog on Microsoft Dynamics 365 Finance and Operations, In this blog, we will see, how a Gmail account can be set up in the email parameter as an SMTP account and can be used to send emails fro...(read more)  ( 12 min )
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    Display method to get financial dimension value
    Display method to get financial dimension value:     public display DimensionValue getBusinessUnit()     {         #VKFinancialDimensionNames         DimensionAttributeValueSetItem  dimensionAttributeValueSetItem;         DimensionAttributeValue         dimensionAttributeValue;         DimensionAttribute              dimensionAttribute;               select firstonly DisplayValue from dimensionAttributeValueSetItem             where dimensionAttributeValueSetItem.DimensionAttributeValueSet == this.DefaultDimension             join dimensionAttributeValue                 where dimensionAttributeValue.RecId == dimensionAttributeValueSetItem.DimensionAttributeValue             join dimensionAttribute                 where  dimensionAttribute.RecId     == dimensionAttributeValue.DimensionAttribute                     && dimensionAttribute.Name      == #FinDimBusinessUnit;         return dimensionAttributeValueSetItem.DisplayValue;     } #FinDimBusinessUnit - replace with name of financial dimension.  ( 1 min )

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    Calculating product specific greenhouse gas emissions with Electronic Reporting
    Visit the post for more.  ( 9 min )
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    Generate ledger statement by main account in Microsoft dynamics 365 finance and operations
    In this blog, I am going to explain about the new general ledger account statement report using electronic reporting. This is really a helpful report for extracting general ledger transactions. Note: The General ledger statement by main account report in Excel format is available in Dynamics 365 Finance as of version 10.0.27. General journal account entries on […]  ( 9 min )
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    Generate ledger statement by main account in Microsoft dynamics 365 finance and operations
    In this blog, I am going to explain about the new general ledger account statement report using electronic reporting. This is really a helpful report for extracting general ledger transactions. Note: The General ledger statement by main account report in Excel format is available in Dynamics 365 Finance as of version 10.0.27. General journal account entries on […]  ( 9 min )

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    Assess supply chain risk more easily in new workspace
    Understanding risk enables businesses to take proactive actions to balance cost and resilience as they optimize their supply chains. The new supply risk assessment workspace in Microsoft Dynamics 365 Supply Chain Management helps supply managers understand the risk of encountering sourcing shortages and delays. The post Assess supply chain risk more easily in new workspace appeared first on Microsoft Dynamics 365 Blog.

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    TDS Calculation for a Scenario of Per Transaction wise and Cumulative as well in D365 F&O
    Business Scenario AS per Indian Income Tax Act 1961, Section 194C, If payment to contractor exceeds Rs. 30000, then TDS would be deducted. This limit is per invoice basis.  However, if aggregate of amount paid to contractor exceeds Rs. 100...(read more)  ( 11 min )
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    Understanding Dynamics 365FO different Tiers performance
    The blog post describes performance differences between various environments Tiers in D365FO.  ( 5 min )
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    2022 release wave 2 in action: Bringing innovation into focus across Dynamics 365 and Power Platform
    In October, we launched the 2022 release wave 2hundreds of new innovations across Microsoft Dynamics 365 and Microsoft Power Platform, releasing between October 2022 and March 2023. The post 2022 release wave 2 in action: Bringing innovation into focus across Dynamics 365 and Power Platform appeared first on Microsoft Dynamics 365 Blog.  ( 10 min )
    Use percentage-based routing to load-balance customer service requests
    Unified routing in Microsoft Dynamics 365 Customer Service provides capabilities to connect customers to the best agents. To provide a world-class customer engagement experience, around the clock and across the globe, large organizations rely on multiple vendors and expert pools. The post Use percentage-based routing to load-balance customer service requests appeared first on Microsoft Dynamics 365 Blog.  ( 6 min )

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    Do more with less, with Power Apps. Now at 25% off
    Per user licenses are now available at 25% off for new customers of Power Apps.  ( 5 min )

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    Electronic Reporting: Application specific parameters setup is not completed for the 'VK' company.
    Errors: Application specific parameters setup is not completed for the 'VK' company. Set breakpoint to: class ERSolutionVersionAppSpecificParametersApplierFactory.createApplier To undestand which solution (ERSolutionVersionTable _solutionVersionTable) is used to get parameters from. Actual parameters selection from ERSolutionVersionAppSpecificParametersTable table. You can set breakpoint here and get understanding what solutionGuid and version is used class ERSolutionVersionAppSpecificParametersStorageInAxTables.getParametersBySolutionVersionKeyCrossCompany It will then go to either getParametersBySolutionVersionKeyCrossCompanyWithPrev or getParametersBySolutionVersionKeyCrossCompanyWithoutPrev Go to Organization administration / Workspaces / Electronic reporting / Reporting configurations / Find right one in hierarchy (solution name) / On the Action Pane, on the Configurations tab, in the Application specific parameters group, select Setup Select required version and make sure it has required setup (Conditions) and State is Completed When changed browse table ERSolutionVersionAppSpecificParametersTable and make sure State is changed to Completed MS Guide on how to setup MTD: https://learn.microsoft.com/en-us/dynamics365/finance/localizations/emea-gbr-mtd-vat-integration-setup  ( 1 min )
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    Formula repair now in preview
    We’re glad to announce that formula repair is now available for you in preview. We know when writing formulas, errors are unavoidable, and troubleshooting could be time-consuming and cumbersome even for tiny errors like a missing parenthesis. With formula repair, now you may skip some of the troubleshooting effort as whenever you have a formula … Continue reading “Formula repair now in preview”  ( 5 min )

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    Overview of Telemetry Data in D365FO
    In the 10.0.30 release of D365FO, which went GA on Oct 21st 2022, Microsoft added the ability for customers to report on the telemetry data of their end users. I wanted to take a quick overview of this feature and start to look at opportunities to use this data. Prerequisites The telemetry data from Microsoft […] The post Overview of Telemetry Data in D365FO appeared first on Alex Meyer.  ( 15 min )
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    Code Review
    Disclaimer: this is just a short recap of what Martin Dráb explained in his article https://dev.goshoom.net/2012/08/purpose-of-code-reviews/. Purpose of code reviews Internal quality: Overall approach – does the code do the right thing by proper means?  Maintainability/extensibility – are we able to easily extend the solution, fix bugs etc.?  Testability – are we able to test the code? Documentation – are we able to understand why the code was made and what it does? Performance – is the design correct from performance perspective?  Functional testing: Some bugs are much more visible when looking into code Knowledge sharing: Discussions between the developer and the reviewer Tools BP check  xppbp.exe DevOps code review request Top 10 issues discovered from Dynamics AX Code Review https://www.linkedin.com/pulse/top-10-issues-discovered-from-dynamics-ax-code-review-caillet/  ( 7 min )
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    How To Use D365 View Details
    Microsoft Dynamics 365 for Finance and Operations uses relational data. For example, a sales order will have a customer account field that references a customer. Users can use the D365 view details functionality to quickly open up the customer details form. This is much faster than making users opening up a new browser page, and... Continue Reading → The post How To Use D365 View Details appeared first on Dynamics 365 Musings.  ( 11 min )
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    What’s new: Power Apps October 2022 Feature Update
    Welcome to the Power Apps monthly feature update! We will use this blog to share a summary of product, community, and learning updates from throughout the month so you can access it in one easy place. A variety of new and highly anticipated features are now available which we are very excited to share. We … Continue reading “What’s new: Power Apps October 2022 Feature Update”  ( 14 min )

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    Allow edits to internal data on general ledger vouchers in Microsoft Dynamics 365 finance and operations
    Most data on posted general ledger accounting entries must never be modified. But some fields on an accounting entry have no impact on external financial statements, such as the Description field. They are instead used for internal purposes. This feature allows the accounting manager or accounting supervisor to edit the description on posted accounting entries. […]  ( 8 min )
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    Allow edits to internal data on general ledger vouchers in Microsoft Dynamics 365 finance and operations
    Most data on posted general ledger accounting entries must never be modified. But some fields on an accounting entry have no impact on external financial statements, such as the Description field. They are instead used for internal purposes. This feature allows the accounting manager or accounting supervisor to edit the description on posted accounting entries. […]  ( 8 min )
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    The Dynamics 365 Business Central Universal Code initiative is live
    Last April I shared that Microsoft is working on an initiative that encourages partners to invest in a cloud-first strategy. Today, we are excited to announce that the Business Central Universal Code initiative went into effect with the launch of Dynamics 365 Business Central 2022 release wave 2. The post The Dynamics 365 Business Central Universal Code initiative is live appeared first on Microsoft Dynamics 365 Blog.  ( 6 min )

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    What is a model in D365FO and how To create a model in D365FO - Online Training Course Part 5
    As we know, the complete D365 Finance and Operation developments are based on these four terminologies Package, Model, Project, and Element. So as a developer you need to know processes how to create a model, how to update a model, and how to delete a model. What is a Model in D365? A model is a group of elements, such as metadata and source files, that typically constitute a distributable software solution and includes customizations of an existing solution. A model is a design-time concept, for example, a warehouse management model or a project accounting model. A model always belongs to a package. A package is a deployment and compilation unit of one or more models. It includes model metadata, binaries, and other associated resources. One or more packages can be packaged into a deploy…  ( 25 min )
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    Solution Architecture for Dynamics 365 Implementations
    Solution Architecture for Dynamics 365 Implementations Solution architecture provides an overall blueprint of the business processes and applications in an advanced Dynamics 365 implementation. Architecture is more important now than ever, but its contribution is still often underestimated and rarely understood. To fill this common gap in understanding, we’ll explain: What Solution Architecture Is Risks of Neglecting Solution Architecture Which Projects... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 7 min )
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    Configuration of Delegate and Expense Report Policy of Expense Management in D365 F&O Part 2
    Overview In this blog we will discuss about the configuration of delegation of work and expense report Policy. 1. Delegate an Expense Report Occasionally, an approver might need to delegate their tasks to another user. Potential reasons for delegat...(read more)  ( 13 min )

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    Deploying aggregate measurement for custom tables in Dynamics 365 F&O for Power BI Reports
    You may find yourself in a scenario where it is required to make Power BI reports using your Dynamics 365 Finance and Operations custom tables. In order to expose your D365 FO custom tables to Power BI, you are required to deploy an aggregate measurement for those custom tables in D365 FO. The […] The post Deploying aggregate measurement for custom tables in Dynamics 365 F&O for Power BI Reports appeared first on Impulz Technologies LLC.  ( 5 min )
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    Announcing public preview of coauthoring in Modern app designer
    We are happy to announce that Coauthoring is now available in most of the regions allowing fusion teams to build better apps faster. With coauthoring you can see who is working on the same app at the same time, and you can see their applied changes in real-time. You don’t need to worry anymore about … Continue reading “Announcing public preview of coauthoring in Modern app designer “  ( 6 min )
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    How to get FinOps Azure storage blob connection string
    In Dynamics 365 for Finance and Operations Azure storage is used to Store files for Attachments Data import and export jobs When FinOps prints a report via Document Reporting Services, SSRS Reporting Services generates an EMF image for each page of the generated document. FinOps then temporarily saves the generated EMF files to Azure Blob storage. Printing archive And more! If you are using tier 1 Cloud-Hosted environment, you can find the azure storage from the Azure resource group in Azure portal. For tier 1, UAT tier 2, and PROD Tier 3, you can create a runnable class and execute to get the Azure storage connection string. 1 2 3 4 5 6 7 8 9 using Microsoft.Dynamics.Clx.ServicesWrapper; class GetAzureBlob { public static void main(Args _args) { info('AzureStorageConnectionString = ' + CloudInfrastructure::GetCsuStorageConnectionString()); info('ClientCertificateThumbprint = ' + CloudInfrastructure::GetCsuClientCertificateThumbprint()); } } Once you have the connection string, you can connect it to MS Azure Storage Explorer, Power Automate, or consuming in any framwork/language for integration/backup purposes.  ( 1 min )

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    Announcing general availability of Power Apps Ideas
    We’re pleased to announce that Power Apps Ideas are now generally available. Now you can easily write a Power Fx formula using natural language or examples.  ( 5 min )

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    Making it easier to work with the right environment
    We are pleased to announce the general availability of the enhanced environment picking experience. The enhanced environment picking experience makes it easier to find the right environment to work with. For example, makers can now directly tell environments with Dataverse apart from those without Dataverse, as well as environments where they have sufficient maker and … Continue reading “Making it easier to work with the right environment”  ( 6 min )
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    Method as a parameter (in D365FO)
    We usually have methods where the logic is written in code and it just receives some data in parameters. But sometimes it’s benefitial to allow the caller code to define a piece of logic by itself. For example, I can write code to filter a collection and let consumers decide what condition should be used ... Continue reading ‘Method as a parameter (in D365FO)’ »  ( 6 min )

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    New Microsoft BizApps Deutschland Podcast
    The Microsoft BizApps Germany team has started a new podcast where we talk to different people from the Microsoft BizApps … Continue reading →  ( 9 min )
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    Engage your maker community with the new Power Platform communication site template
    Today, we are announcing the Power Platform communication site template. The Power Platform communication site template is a SharePoint communication site that provides you with a starting point of content and page templates as you’re setting up your internal Power Platform wiki and hub site. This communication site is designed to be the place where the Power Platform maker and user community within your organization can find the news and resources they need, including digital governance and compliance guardrails, upcoming events, success stories and more.  ( 6 min )
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    How to Use A Build Pipeline To Request A Database Backup
    Submitted by Nathan Clouse on 10/23/22. Tags:  Powershell D365FO.Tools   PowerShell in a pipeline to request a database backup. PowerShell is a powerful scripting language that can be used to automate a wide variety of tasks, including interacting with Azure DevOps pipelines. One common use case for PowerShell in an Azure DevOps pipeline is to request a database backup. This can be accomplished by using the LCS REST API to trigger a backup of a specific database, and then using PowerShell to monitor the status of the backup. This approach allows for a high level of automation and flexibility, allowing developers to easily schedule and manage database backups as part of their overall development workflow. The Rundown, Again All of the prerequisites to use this are available in this article. Nothing has changed. We're just hitting a different endpoint. To use this script, you'll need the following: A user without MFA enabled in the LCS project with LCS permissions to request a database backup LCS Project ID Knowledge of LCS instance environment is in LCS Environment ID Once you have all of that, you can use this script to create a pipeline to request a database backup on whatever schedule you'd like. The script will start a database backup operation, pause, then confirm the request was accepted. View the discussion thread. Reported:  ( 3 min )
    How to use build pipeline to request database refresh
    Submitted by Nathan Clouse on 10/23/22. Tags:  Powershell D365FO.Tools   PowerShell in a pipeline to request a database backup. PowerShell is a powerful scripting language that can be used to automate a wide variety of tasks, including interacting with Azure DevOps pipelines. One common use case for PowerShell in an Azure DevOps pipeline is to request a database backup. This can be accomplished by using the LCS REST API to trigger a backup of a specific database, and then using PowerShell to monitor the status of the backup. This approach allows for a high level of automation and flexibility, allowing developers to easily schedule and manage database backups as part of their overall development workflow. The Rundown, Again All of the prerequisites to use this are available in this article. Nothing has changed. We're just hitting a different endpoint. To use this script, you'll need the following: A user without MFA enabled in the LCS project with LCS permissions to request a database backup LCS Project ID Knowledge of LCS instance environment is in LCS Environment ID Once you have all of that, you can use this script to create a pipeline to request a database backup on whatever schedule you'd like. The script will start a database backup operation, pause, then confirm the request was accepted. View the discussion thread. Reported:  ( 4 min )

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    Supply Chain Act & IT Implementation – Addendum
    Visit the post for more.  ( 9 min )
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    10.0.30 Data Entities for Finance & Operations
    Here is the latest collection of data entities for 10.0.30 in both en-GB and en-US languages. I have added some new columns: Is multi-threading enabled – if this is set to “Yes”, then the data entity can be added to the “configure entity execution parameters” which is accessed from the “Entity settings” tab of the […]  ( 3 min )

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    The power of well-designed code
    My previous blog post reminded me a refactoring that I did on one of my previous projects (in AX 2012). I needed to adjust a piece of logic and found that it’s implemented as a method with more than two thousand lines. Of course, nobody could understand what’s going on there. Such code in unmaintainable. ... Continue reading ‘The power of well-designed code’ »  ( 5 min )
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    Basics of environment planning for Microsoft Dynamics 365 finance and operations
    Basics of environment planning for Microsoft Dynamics 365 finance and operations This blog is bit different from my other blogs where I write about features within application. But as functional consultant or even if you are technical consultant starting your career or are beginner, then there are few things which we should know apart from […]  ( 10 min )
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    Basics of environment planning for Microsoft Dynamics 365 finance and operations
    Basics of environment planning for Microsoft Dynamics 365 finance and operations This blog is bit different from my other blogs where I write about features within application. But as functional consultant or even if you are technical consultant starting your career or are beginner, then there are few things which we should know apart from […]  ( 10 min )
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    How to Enable OAuth 2.0 to Replace Web Service Access Key for Dynamics 365 Business Central
    How to Enable OAuth 2.0 to Replace Web Service Access Key for Dynamics 365 Business Central For Dynamics 365 Business Central Online environments, the basic authentication (Web Service Access Key) is deprecated, and users will need to use OAuth. In this blog, I will explain step-by-step how to set up the OAuth for Dynamics 365 Business Central Online through two main sections of processes. The sections are: Enable and Configure OAuth... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 7 min )

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    D365FO Extensible Data Security (XDS) Scenarios
    I recently attended the Dynamic Communities North America Summit Conference and presented numerous sessions surrounding security and licensing in D365FO. One of my new sessions was around Extensible Data Security (XDS) and I was a little worried about such a technical session being put on the final morning of the conference. But I didn’t need […] The post D365FO Extensible Data Security (XDS) Scenarios appeared first on Alex Meyer.  ( 15 min )
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    How to remove SSRS reports in FinOps Cloud-Hosted
    There are 2 ways that you can delete SSRS reports in FinOps cloud-Hosted 1. Using Report server configuiration manager web portal Open Report server configuiration manager from your VM FinOps Cloud-Hosted and active the Web Portal Image "> 2022-10-20-how-to-remove-ssrs-reports-in-d365-1 You can delete any report from [Servername]/Reports/browse/Dynamics Image "> 2022-10-20-how-to-remove-ssrs-reports-in-d365-3 1. Using Powershell script Go to RemoveAllReportsFromSsrs.ps1 under K:\AosService\PackagesLocalDirectory\Plugins\AxReportVmRoleStartupTask Run the script to remove all SSRS report. If you want to remove a specific report, you can manipulate the $ReportName 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 ################################################################################ # This script is used to manually remove reports to SSRS server ################################################################################ param ( [Parameter(Mandatory=$false)] [string]$LogFilePath, [Alias("ReportServerFqdn", "ReportServerName")] [Parameter(Mandatory=$false)] [string[]]$ReportServerIp = "127.0.0.1", [Parameter(Mandatory=$false)] [string[]]$ReportName = "[report-name].[design-name]", [Parameter(Mandatory=$false)] [switch]$UseHttps = $false, [Parameter(Mandatory=$false)] [int]$HttpsPort = 443, [Parameter(Mandatory=$false)] [switch]$Help = $false ) Check this article for deploy report using PS script.  ( 1 min )
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    Dynamic list of methods to execute (in D365FO)
    Imagine that you’re running a set of payment matching rules or you’re trying to find discounts based on various criteria. You’ll try one way to find the data, if it doesn’t bring anything, you try another one, and so on. A typical implementation looks like this: found = trySomething();   if (!found) { found = ... Continue reading ‘Dynamic list of methods to execute (in D365FO)’ »  ( 7 min )

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    Power Platform Developer Tools monthly release (September Refresh)
    We are happy to announce our new update for the month of October i.e., “September Refresh”. Those of you who have been following us already know of this trend, because the work our team does in the prior month gets released in the following month. Hence in October, we release the September Refresh. With that … Continue reading “Power Platform Developer Tools monthly release (September Refresh)”  ( 6 min )
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    Configuration of Expense Management to process Expense Report in D365 F&O Part 1
    Overview The Expense management module in Microsoft Dynamics 365 Finance and Operations allows organizations to track and manage employee expenses. Below is the mandatory setup required to create and post expense report. In this blog we wil...(read more)  ( 11 min )
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    Automate your Accounts Payable process with invoice capture
    Accounts Payable teams around the globe spend hours processing invoices that come from different channelsfax, mail, email, handwritten, and electronic data interchange (EDI). The sheer volume of invoices is a difficult burden to overcomeand the numbe...(read more)  ( 13 min )
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    Automate your Accounts Payable process with invoice capture
    Accounts Payable teams around the globe spend hours processing invoices that come from different channelsfax, mail, email, handwritten, and electronic data interchange (EDI). The sheer volume of invoi...(read more)  ( 13 min )
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    Dynamics GP – AP and AR Close
    Dynamics GP – AP and AR Close The closing processes for AP and AR are mirror images of each other. During this recorded session, we explain the process to close Accounts Payable (AP) and Accounts Receivable (AR) monthly. We also share some tips and tricks throughout the closing steps. The intended audience is Dynamics GP users of all product versions.  Transcript... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 23 min )

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    Microsoft Dynamics 365 Finance and Operations: Customization of non-extendable code
    In Dynamics 365 Finance and Operations customization in standard objects is done through extension-based development. But there are some scenarios where a class method which needs to be customized through CoC (Chain of Command) is having Hookable attribute set as False. In that case you cannot create a CoC of that method. For example, there […] The post Microsoft Dynamics 365 Finance and Operations: Customization of non-extendable code appeared first on Impulz Technologies LLC.  ( 5 min )
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    Connect with other makers in your organization via maker matching, now in public preview!
    We are excited to announce the public preview release of maker matching in Power Apps! Maker matching, available within the integrated virtual agent, connects new makers with other experienced makers, advisors, and internal community members who can help directly when you need it. The support bot also surfaces relevant internal resources and community channels to … Continue reading “Connect with other makers in your organization via maker matching, now in public preview!”  ( 5 min )
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    Dynamics 365 – 90% of everything is crap
    Your have surely heard about Sturgeon’s law that “90% of everything is crap”. Dynamics 365 is one of the most comprehensive and feature rich business application in the marked and trying to learn or use all the features would be lifelong study effort beyond the capacity of any person. I can say with 100% certainty … Continue reading Dynamics 365 – 90% of everything is crap  ( 13 min )
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    How to create lookup in D365FO using X++
    In the previous article, I already showed the very simplest type of lookup in D365 FO, which was EDT lookup, for making an EDT type lookup, a developer does not need to worry more about writing x++ coding. In this tutorial, we are going to make a custom lookup using x++ for form in D365FO. What is a lookup in D365 FO?  Lookups are the standard way to display a list of possible selection values to the user. For a user, while editing or creating database records, a lookup makes the data entry easy and errorless. In Microsoft dynamics 365 finance and operations, there are many ways of creating lookups.  Normally, standard lookups are created automatically by the system in Dynamics 365 for Finance and Operations and are based on the extended data types and table setup. They are based on ta…  ( 25 min )

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    How to Create Auto Lookup Using EDT with Table Reference in D365 F&O
    How to create a lookup in D365FO using X++? Lookups are the standard way to display a list of possible selection values to the user. For a user, while editing or creating database records, a lookup makes the data entry easy and errorless. In Microsoft dynamics 365 finance and operations, there are many ways of creating lookups. EDT and Table Relation Type lookups are the simplest forms of lookups in Microsoft dynamics 365 finance and operations. In this article, I will describe the very simplest type of lookup, which is EDT lookup, for making an EDT type lookup, a developer does not need to worry more about writing x++ coding,  Normally, standard lookups are created automatically by the system in Dynamics 365 for Finance and Operations and are based on the extended data types and tabl…  ( 24 min )

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    Out of the Box Power BI Enable- Modify-Use in Microsoft Dynamics 365 finance and operations
    There is one question I always think is that why most of the customers/partners are not using standard power BI available within Dynamics??? (My opinion 😊 ) In this blog I am going to show you how powerful reporting it can be using out of the box Power BI and this is one of the […]  ( 9 min )
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    Out of the Box Power BI Enable- Modify-Use in Microsoft Dynamics 365 finance and operations
    There is one question I always think is that why most of the customers/partners are not using standard power BI available within Dynamics??? (My opinion 😊 ) In this blog I am going to show you how powerful reporting it can be using out of the box Power BI and this is one of the […]  ( 9 min )
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    What’s New in Microsoft Dynamics 365 Business Central 2022 Release Wave 2?
    What’s New in Microsoft Dynamics 365 Business Central 2022 Release Wave 2? Microsoft is continually improving and enhancing Dynamics 365 Business Central and has just released Wave 2 for 2022. The release includes enhancements for Application, Country and Regional, Development, Governance and Administration, Power Platform, and several other areas. We have included a review of just a few of the enhancements, and you will find links below... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 6 min )

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    Quarantine Management in Microsoft Dynamics 365 finance and operations: Part -2
    In this blog, I will continue to show how vendor return can be completed for the item failed in the quarantine order as explained in part-1blog of quarantine management. You can refer Part-1 here. We need to first invoice the product receipt quantity of 6 which was initially received in the quarantine warehouse 18. As […]  ( 8 min )
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    Quarantine Management in Microsoft Dynamics 365 finance and operations: Part -2
    In this blog, I will continue to show how vendor return can be completed for the item failed in the quarantine order as explained in part-1blog of quarantine management. You can refer Part-1 here. We need to first invoice the product receipt quantity of 6 which was initially received in the quarantine warehouse 18. As […]  ( 8 min )

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    Announcing the general availability of Managed Environments
    Dive deeper in our Managed Environments general availability announcement and learn how you can gain more visibility and control over your application ecosystem today.  ( 5 min )

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    Deployment of Azure hosted Dynamics 365 Finance and Operations environment: Specific issues and resolution
    The purpose of this blog is to share some scenarios that one could face during the deployment of a cloud hosted environment for Dynamics 365 Finance and Operations and how to get rid of them. Microsoft provides two options to deploy the virtual machines of tier 1 Dynamics 365 Finance and […] The post Deployment of Azure hosted Dynamics 365 Finance and Operations environment: Specific issues and resolution appeared first on Impulz Technologies LLC.  ( 5 min )
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    Subscription Billing - Revenue Deferrals
    When selling subscriptions, memberships, or prepaid investments, companies often receive large sums of money upfront from their customers and cannot recognize that revenue immediately. This can cause accounting and cashflow issues if the money was immediately available as revenue all at once. Therefore, Microsoft Dynamics 365 for Finance offers Revenue and expense deferrals as part of their new Subscription billing offerings. Revenue deferral allows the revenue to enter a deferred account and be recognized on a schedule to be defined by the accounting team. Let's discuss how to set this up. Deferral Defaults The first step is to set up Deferral defaults. This section can be found in Subscription billing > Revenue and expense deferrals > Setup > Deferral defaults.  This form looks similar…  ( 10 min )
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    Pass the parameter from D365 FO to Power BI Embedded and Filter records in Power BI
    Requirement – User will open power bi embedded in Microsoft Dynamics 365 for finance and operations. Pre-filtered data of vendor purchase invoices should come only for those warehouses which are tagged to current user or running user id. Solution – In D365 FO we use class- PBIReportControllerBase to call a Power BI embedded report. The … Continue reading Pass the parameter from D365 FO to Power BI Embedded and Filter records in Power BI → The post Pass the parameter from D365 FO to Power BI Embedded and Filter records in Power BI appeared first on All About Microsoft Dynamics.  ( 7 min )
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    Quarantine Management in Microsoft Dynamics 365 finance and operations: Part -1
    In my last blog, I explained how an item which was received in the default main warehouse generated a quarantine order upon failing a quality order testing. Here, item was first received in default main warehouse and then moved to quarantine warehouse for further inspection as failed the test. You can refer both the blogs […]  ( 9 min )
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    Quarantine Management in Microsoft Dynamics 365 finance and operations: Part -1
    In my last blog, I explained how an item which was received in the default main warehouse generated a quarantine order upon failing a quality order testing. Here, item was first received in default main warehouse and then moved to quarantine warehouse for further inspection as failed the test. You can refer both the blogs […]  ( 9 min )

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    Bank statement import or export of positive pay file through DIXF has been deprecated in 10.0.29
    Feature Deprecation As we have previously announced effective March 14, 2022, the support for XSLT scripting in Data management is deprecated to improve security and data protection within finance and...(read more)  ( 13 min )
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    Subscription Billing - Free Text Invoice or Sales Order?
    When setting up Subscription billing, there are two options for setting up the Recurring contract billing Invoice transaction type - Sales order or Free text invoice.  Parameters Within the Recurring contract billing parameters, you can specify which Invoice transaction type you'd like the Recurring contract billing to be. This will be the default whenever you create a new Recurring billing contract unless you modify it at the header level.  Invoice transaction type setting in the Recurring contract billing parameters So, what should you choose?  Free text invoice The benefits of using Free text invoice include: No need for items, just type in the description Can set the pricing to whatever you want (automatically defaults the line to Flat pricing method) Specify Main account per line, or set up in Deferral defaults The drawbacks of using Free text invoice include: Cannot use trade agreements for pricing, as there are no items Sales order The benefits of using Sales order include: Flexibility with pricing Can use Tier and Flat tier pricing methods using trade agreements Can automatically set deferrals on specific items and item groups that cannot be done at the Free text invoice level The drawbacks of using Sales order include: You have to set up items (some people find this tedious 😉) Conclusion If you have a simple, straightforward approach to billing subscriptions and don't mind a little bit of manual entry, then the Free text invoice is a clear winner.  If you have complex pricing, prefer to use items, and want to set it and forget it, Sales order invoice is the clear winner for you!  ( 7 min )

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    SysQuery::countLoops() method – count or loops?
    Recently, I was involved in investigating a performance issue. The initial thought for the issue was within the standard SysQuery::countLoops() method, but after some more deep dive, the culprit was due to some calculation of virtual fields. In this post, I will elaborate on the purpose and behavior of the SysQuery::countLoops() method and how the […] The post SysQuery::countLoops() method – count or loops? appeared first on Dynamicspedia.  ( 12 min )

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    New Blog!
    Hi all, If you have found yourself here at AX Soup and are wondering where the new content is, it's at a new site! I am not done blogging and have been fairly active in blogging content for years!  Since the renaming of the product from Dynamics AX to Dynamics 365, I have been sharing content under D365FandO(m) or www.d365fandom.com. I hope to see you there! Best regards,  Kelly  ( 6 min )
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    How Do I Resolve the Parent Child Lookup Issue in Dataverse for Dynamics 365 Finance & Operations
    What makes it so important to remember? Simply put, it keeps you and your project execution happy and in a healthy state . Business scenario: Think about the scenario where you and your team have designed & developed several custom data entities as the parent-child relationship for customized business processes. Integration requires sending both records such as retail, and business documents (Sales order, Purchase order) together. The sales order or purchase order document and its associated order lines are created in the same transaction scope. However, you found that you often had issues with lookups. Error description Unable to write data to an entity. Unable to lookup with values {DC00...}. Unable to look up salestable with values {DC00...}. Writes to failed with error message Except…  ( 18 min )

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    Subscription Billing - Pricing Methods
    In my last post on Item types in Subscription billing, I broke down the different item types and how they are used to define the methods in which an item gets billed. In this blog post, I will dive into the Pricing methods that are available to add into our Billing schedule lines. When setting up Billing schedules within the Subscription billing module for your Customers, there are four Pricing methods that a user can employ.  Standard Flat Tier Flat Tier The methodology behind a couple of these pricing methods can be a bit confusing, so I am here to help de-mystify them for you!  Initial Setup In my example, I have a Released product (item) called Service. The Base sales price on the Released product is $500. Base Sales Price for Service item is $500 Additionally, there is a Tra…  ( 9 min )

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    Subscription Billing - Item Types
    When signing up for a subscription, there are often different methodologies of how to pay for that subscription. Similarly, companies require different methodologies for billing. For example, some companies bill for their services at a flat rate per period. Others may operate on a usage basis, such as $x.xx per hour used. Lastly, some billing occurs as a fixed amount that gets billed when the goods/services are fully consumed. The Subscription billing module in Dynamics 365 for Finance offers the flexibility to bill using these different methodologies. There are different Item Types and Pricing methodologies that can be used, and I am going to start breaking them down in this blog post for you today! This blog post will cover the different Item types available, and I will break down the P…  ( 11 min )
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    Your connection isn’t private in D365 devbox
    When you have a new or old VM machine and trying to login to browser then mostly you get an error “Your connection isn’t private”. This issue occurs due to expired SSL certificate. To fix this issue, go to LCS, select your LCS project and go to cloud hosted machine. Click on Maintain > Rotate... Continue Reading →  ( 10 min )

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    Introducing Test Engine: An open platform for automated testing of canvas apps
    We’re excited to announce the initial preview of Test Engine, an evolution of our Power Apps testing tools. Test Engine builds upon the key use cases of Test Studio, but takes it in a new, powerful direction through open source collaboration and use of the Playwright browser testing platform. The goals of Test Engine are to provide customers with a robust testing platform for all types of Power Apps, and to make it super easy to integrate automated testing into your app development processes.  ( 7 min )
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    Subscription Billing - New Feature!
    Subscription billing is a new feature that was introduced in 10.0.25. As more and more companies go to a subscription-based billing model, this feature has proven to be extremely relevant and beneficial!  This is the first in a series of blogs I will be writing about this new functionality and what you can do to enable, configure, and use Subscription billing in Dynamics 365 Finance. Also, if you are attending Dynamic Communities' North American Summit October 10th-13th, 2022, I will be presenting on this topic there as well.  Feature Management Similar to Credit management, this new feature can be enabled (for now*) within the Feature management workspace. There are four new features to enable AND you have to disable one other feature if it is currently enabled.  Feature managem…  ( 8 min )

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    What’s new: Power Apps September 2022 Feature Update
    Welcome to the Power Apps monthly feature update! We will use this blog to share a summary of product, community, and learning updates from throughout the month so you can access it in one easy place. A variety of new and highly anticipated features are now available which we are very excited to share. These … Continue reading “What’s new: Power Apps September 2022 Feature Update”  ( 9 min )

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    How to Approach Advanced XDS Scenarios in D365FO
    I’ve written about Extensible Data Security (XDS) in D365FO a couple times before, in those posts the XDS security policy is applied between two tables that have a direct tie to each other (ex: customers and customer groups). In this post, I wanted to show how you can use XDS even in scenarios where there […] The post How to Approach Advanced XDS Scenarios in D365FO appeared first on Alex Meyer.  ( 15 min )
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    How To Add A Form Splitter
    Learn how to add a form splitter to resize areas of a form in Microsoft Dynamics AX and D365 F&O. This improves the usability of the form, and increases productivity. Instead of continually scrolling back and forth, users have greater control of what is shown on the screen. Based on the way they are currently... Continue Reading → The post How To Add A Form Splitter appeared first on Dynamics 365 Musings.  ( 13 min )
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    Understanding Layers in Dynamics 365 Finance and Operations - Online Training Course Part 4
    In Microsoft Dynamics 365 Finance and Operations, the layer system is used to manage application components in a predefined order. USR layer is the highest layer and SYS is the lowest layer. The purpose of layers is to give developers the option to modify Microsoft's code but only in one of the layers that the developer has access to. The following table shows all layers and associated usage: USR - The user layer is for user modifications, such as reports.  CUS - The customer layer is for modifications that are specific to a company.  VAR - Value Added Resellers (VAR) can make modifications or new developments to the VAR layer as specified by the customers or as a strategy for creating an industry-specific solution.  ISV - When an Independent Software Vendor (ISV) creates its own solution, its modifications are saved in the ISV layer.  SLN - The solution layer is used by distributors to implement vertical partner solutions.  FPK - The FPK layer is an application object patch layer reserved by Microsoft for future patching or other updates. GLS - When the application is modified to match country or region-specific legal demands, these modifications are saved in the GLS layer. SYS - The standard application is implemented at the lowest level, the SYS layer. The application objects in the standard application can never be deleted. The bottom layer would be the SYS layer, which is where the standard application code resides and is accessible only to Microsoft. Other layers like ISV (Independent Software Vendor) and VAR (Value Added Reseller) can be accessed by providing keys provided by Microsoft for each layer except USR (User) which does not need a key.  ( 23 min )
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    Tax Calculation Service in Dynamics 365 Finance and Operations
    The new tax calculation service for Dynamics 365 Finance and Operations (D365F&O) is slowly maturing, so it is time to take a look at how it works. Before you can start using the tax calculati...(read more)  ( 14 min )
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    Tax Calculation Service in Dynamics 365 Finance and Operations
    The new tax calculation service in Dynamics 365 Finance and Operations brings new features and flexibility. In this blog post I take a look at how it works.  ( 14 min )
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    How to generate a list of forms with the tables and fields that are exposed on them for 365FO
    I was recently asked if I could add the forms to the data entity spreadsheet that I produce, but unfortunately this is not really possible. This is because a single field can be exposed on multiple forms and also many forms use temporary tables which are populated “on the fly” when the form is loaded […]  ( 4 min )
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    [Subscription Billing] Overview of Revenue and expense deferrals in Microsoft dynamics 365 finance and operations: Part-4
    This blog is the next part of subscription billing series where we are going to talk about Revenue and expense deferrals. Objective of this blog is to set the base about overall process and get an idea what this feature does. After that I will write next few blogs to drill down to each critical […]  ( 9 min )
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    [Subscription Billing] Overview of Revenue and expense deferrals in Microsoft dynamics 365 finance and operations: Part-4
    This blog is the next part of subscription billing series where we are going to talk about Revenue and expense deferrals. Objective of this blog is to set the base about overall process and get an idea what this feature does. After that I will write next few blogs to drill down to each critical […]  ( 9 min )

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    Three Tier Architecture in Dynamics 365 Finance and Operations - Online Training Course Part 3
    From the client environment (normally a Browser) request is sent to the AOS server. AOS server stands for Application Object Server will process this request. So, all requests and responses are processed from the AOS environment. If required, this AOS is communicated with the Database server, and finally processed response is sent back to the client. This is the normal Three tier architecture followed by D365.  ( 22 min )
    What is Microsoft Dynamics 365 Finance and Operations? - Online Training Course Part1
    All the articles written here are mainly targeted at beginners. If you are a beginner or planning your career with dynamics 365 finance and operations, these articles are for you. In the coming sessions, we must practice more to get a clear picture of the concepts. So, we need to configure the technical and functional environments,  If you are a beginner don't worry about the technical and functional environments, all the practical sessions we covered through this training sessions are by using Microsoft's free Lab. There you can set up an online Virtual Machine for D365 F&O for Technical and Functional learning purposes Freely. Microsoft provides a VM Mode for a free, web-based virtual machine environment for D365 F&O Learners.  Read this Article: How to Set Up a Free Virtual Machine f…  ( 24 min )
    Development system requirements for Microsoft Dynamics 365 Finance and Operations? - Online Training Course Part2
    It can be hosted locally or can use the Microsoft cloud platform, Microsoft Azure. A minimum of 16 GB of RAM and 2 CPU Cores are required, more RAM and CPU cores increase the speed of compilation. This is the basic requirement for running a Dynamics 365 application. Development environments can be hosted locally or on Microsoft Azure. The build process, X++ compilation, and generation of cross-reference information typically run satisfactorily on machines with 16 GB of memory and two CPU cores. The compiler uses available resources, so more RAM and more cores will speed up compilation, especially if there is contention for resources from other concurrent processes. If you run concurrent processes, we recommend 24 GB of memory with four cores. A minimum of two CPU cores is recommended because the developer environment contains many components running simultaneously. Components include AOS Web Application, Visual Studio, Management Reporter, and SQL Server.  ( 23 min )

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    How To Design Data Entity For Dual-write in Dynamics 365 Finance & Operations
    Testing The Waters Is Better Than Drowning in the Pool! isn't it so? 🏊 Long story short, there are two sets of Data entities in Dynamics 365 FO. Standard data entities Dual-write specific data entities (Postfix as CDSEntity) The core purpose of having these categorizations is to manage, simplify & better control ALM, CE & ERP-related business scenarios, External party integration, or some processes that required some additional logic to be called to handshake with other downstream processes. How Does It Work Under The Hood? This is more about how data entities are designed in Dynamics 365 FO. Dynamics 365 FO data entities are more complex since they encompass a wide range of data sources. Furthermore, each data source could result in multiple tables. During a transaction, most processes…  ( 20 min )

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    Enumerate lines in Configurable Business Documents
    Enumerate lines in Configurable Business Documents ...(read more)  ( 12 min )
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    Enumerate lines in Configurable Business Documents
    The delivery note, invoice etc. Report Data Providers in Dynamics 365 for Finance do not expose line numbers for no obvious reason. For instance, the SalesInvoiceTmp  table sent from D365 to the report renderer – whatever it is – misses the line number. The situation becomes dire when it comes to Electronic […] The post Enumerate lines in Configurable Business Documents appeared first on ER-Consult.  ( 7 min )

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    Deserialize JSON string in D365FO using X++ code
    Hi All, Hope everyone is doing great. Today we are here to learn one of the common requirement in every integration i.e. how to de-serialize JSON string in D365FO/AX7 using X++ code. Below is the JSON which is showing the population count by count...(read more)  ( 13 min )
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    Sales Categories: D365 Finance and Operations
    In D365 Finance and Operations sales category hierarchies are used for products and services classification or hierarchical reporting and analysis purposes. Microsoft Dynamics 365 allows you to create multilevel category  ( 13 min )
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    Common Data Import Errors
    If you have ever imported data using Data management in Microsoft Dynamics 365 for Finance and Operations and received an error before any records even went in, I am sure you were frustrated.  Here are a few tips and tricks to consider before ever importing your data: Ensure the data formatting in Excel is consistent Custom or Special data formats in Excel will not import properly, use standard formatting always Data that was derived from formulas will likely generate an error message. Copy that data and paste it back in as values instead of a formula.  Check spellings - especially on data that is validated by the system (Address/city names, Dropdown values, etc) Once your data is clean, you can still get errors. Here are some common errors that you can run into before any records ever…  ( 8 min )

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    Discover Fundamentals of Dual-write Live sync transactions Process in Dynamics 365 FO & Dataverse
    Why is it important to understand? When considering the Dynamics 365 Cross-Apps solution design, it is imperative to understand the internal dynamics of each system. Each system has its own capabilities and limitations. And when it comes to transaction commitment to the database, each system has its own transaction tracking mechanism. Dynamics 365 Finance & Operations and Dataverse are not exceptions to this rule. Transaction tracking mechanisms exist to ensure data integrity. I'm sure you have used either application before. With Dynamics 365 FO, every transaction is part of the transaction scope, and a single transaction scope can include multiple changes. Sometimes it will be a complex case based on your business scenario. As a result, it becomes the record event of table inserts and up…  ( 29 min )
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    Remove a person from an user Dynamics 365 Finance Operations
    Whenever you add a new person to an user in the user SysUserInfoPage form, the person field grays out. Image "> userinfo To remove the person from that user: In the user form System administration > Users > Users, go to Maintain versions. Delete the person.  ( 1 min )

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    Microsoft Power Apps: Code debugging in Model-driven App
    Debugging is an essential part of software development. As Microsoft Power Apps is a low code no code approach still sometimes there is need of small JavaScript code snippets for particular events e.g. onChange in Model-driven apps. In order to debug the code snippet in your deployed power app you can follow the following steps. […] The post Microsoft Power Apps: Code debugging in Model-driven App appeared first on Impulz Technologies LLC.  ( 4 min )
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    Order Events in Dynamics 365 Supply Chain Management
    For many businesses it is quite important to be able to track who did what, when, to a sales order mainly to understand the root cause when something has gone wrong. Luckily, Dynamics 365 Supply C...(read more)  ( 12 min )
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    Order Events in Dynamics 365 Supply Chain Management
    Tracking order events to support customer enquiries is very easy in Dynamics 365 Supply Chain Management  ( 12 min )
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    Cross-docking with AWMS: D365 Finance and Operations
    Cross-docking is a warehouse operation in which the items required to fulfil an outbound order are automatically directed to the outbound bay-door or staging area from the receiving location of  ( 24 min )

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    Simple List and Details Form in D365
    In Microsoft Dynamics 365 for Finance and Operations one of the most common tasks is to create forms. Forms allow users to enter data into the system, view existing data, and interact with the system. In a previous article I explained the basics of how to create a form in D365. In this article, I... Continue Reading → The post Simple List and Details Form in D365 appeared first on Dynamics 365 Musings.  ( 15 min )
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    Power Platform Developer Tools monthly release update (August Refresh)
    This is about the monthly releases that happens for Pro-developer tooling  ( 7 min )

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    Refund payment processing in call center
    This article explains how payment refunds are generated through call centers when returns are created, or when orders or order lines are canceled: Refund payment processing in call centers - Commerce | Dynamics 365 | Microsoft Learn Something important to pay an attention: Some functional details on that topic to be able understand how call center refunds work: When canceling an order that was originally created in call center – we will attempt to refund back to the original payment method. If the original payment method cannot be found (this happens if the order being canceled was not originally created by call center) we will not be able to obtain the original payment method. In that situation, we apply the refund method defined in this call center parameters: If we can locate the origi…  ( 14 min )
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    [Enhancement] Refresh entity list has been refactored in MSD365 Finance and Operations
    Dear Microsoft BizApps Community, Welcome to my next blog on unboxing new features in 10.0.29 version on Data Management segment. This feature is about “Refresh entity list has been refactored so that it always run in a batch.” Current de...(read more)  ( 11 min )
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    Email Templates: Dynamics 365 Finance and Operations
    In D365 Finance and Operations email templates help administrators design what gets sent to a user during events that trigger an email like a workflow or an alert. In this  ( 13 min )
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    Add new fields to data entity or composite entity Dynamics 365
    Let’s take a composite entity SalesOrderV3Entity as an example. Scenario I will need to add new fields to Sales order header that can be used in the composite entity SalesOrderV3Entity. the composite entity SalesOrderV3Entity uses a standard data entity SalesOrderHeaderV2Entity for sales order header; so, we need to extend SalesOrderHeaderV2Entity. The Steps Add new fields to Main table SalesTable Add new fields to the entity SalesOrderHeaderV2Entity Add new fields to the staging table SalesOrderHeaderV2Staging Build and sync. Go to Workspaces -> Data Management -> Framework parameters -> Advanced entity configuration settings -> Refresh entity list. You can automate the Refresh entity list task here Go to Workspaces -> Data Management -> Data Entities, find SALES ORDER HEADERS V2 and Generate mapping for it. The new custom fields will be generated for the entity mapping.  ( 1 min )
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    22 Takeaways to Expect from the Microsoft Dynamics ERP Financial Management Tools Showcase Series
    Although Microsoft Dynamics ERPs offer robust capabilities, sometimes organizations realize they have specialized requirements not covered by their out-of-the-box solution. When that happens, they can turn to third-party solutions to ensure that their... Read the full text.  ( 11 min )

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    Fixed-width text files in data management (F&O)
    Data management in Dynamics 365 for Finance and Operations supports several types of files for import and export. I usually see XML, Excel and CSV used, but sometimes we also need to deal with a text format with fixed-width columns. It means that there is no column separator as in CSV – we know that ... Continue reading ‘Fixed-width text files in data management (F&O)’ »  ( 4 min )
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    D365FO upgrade. Transfer attachments from AX2012
    The blog post describes a procedure to transfer attachments from AX2012 to D365FO  ( 4 min )

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    Quality management in Microsoft Dynamics 365 finance and operations: Part-2
    Hi guys!!! In my last blog I discussed about the required setups for quality control process and explained a scenario where product passed the quality control process. You can read Part-1 here (LINK) In this blog, I will explain the scenario when a product fails a quality control process and moves to quarantine warehouse for […]  ( 11 min )
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    Quality management in Microsoft Dynamics 365 finance and operations: Part-2
    Hi guys!!! In my last blog I discussed about the required setups for quality control process and explained a scenario where product passed the quality control process. You can read Part-1 here (LINK) In this blog, I will explain the scenario when a product fails a quality control process and moves to quarantine warehouse for […]  ( 11 min )
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    How to correctly setup external or guest users in Dynamics 365 F&O
    During the past years, I have seen a lot of questions about setting up users who are not part of the Azure AD tenant linked to a Dynamics 365 Finance and Operations environment. Usually, there is a simple reply by stating that the Provider field on the User details should be altered to indicate where […] The post How to correctly setup external or guest users in Dynamics 365 F&O appeared first on Dynamicspedia.  ( 14 min )
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    What makes a good client-partner relationship? Microsoft Dynamics users share their advice
    How should a Microsoft Dynamics partner keep their clients happy? A panel of Dynamics ERP and CRM customers and partners at the DynamicsCon Live event last week shared their ideas based on real experiences, both good and bad. Though they had different... Read the full text.

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    [New Feature] Ability to printing payment advice for vendor payments with status of Approved
    Dear Microsoft BizApps Community, Welcome to my next blog on unboxing new features in 10.0.29 version on Cash and bank management. This feature is about “Ability to printing payment advice for vendor payments with status of Approved” Curr...(read more)  ( 11 min )
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    Power Apps brings collaboration to center stage with 3 big announcements
    As we kick off the first ever Microsoft Power Platform Conference to a sold-out crowd buzzing with energy, the power of a thriving and collaborative low code community has never been clearer. Our major product announcements today reflect that truth. We’re excited to share three important new ways to collaborate – whether you’re building an app together with a team, looking for help inside your company, or taking Teams itself to the next level as a collaborative workplace.  ( 8 min )
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    Multithreaded Execution Of The Calculate Sales Totals Batch Job in Dynamics 365 Finance and Operations
    In this blog post, we will learn about a new feature released in D365 Finance and Operations Platform updates 10.0.29 i.e., Multithread capability in the "Calculate sales totals" batch. Navigation path Modules -> Sales and marketing -> Periodic tasks -> Calculate sales totals Background The business functionality of this batch job was introduced about 3 to 4 years ago in Dynamics 365 FO mainly to bridge the gap in data synchronization between Dynamics 365 Sales & Dynamics 365 Finance and Operations. In the scenario of Dynamics 365 Cross-apps when Dual-write is installed and all sales orders are created and updated in Dynamics 365 FO and then changes are reflected in Dynamics 365 Customer Engagement app when Calculate Sales Totals is executed in Dynamics 365 FO (Not before). Basically, th…  ( 17 min )

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    Ensure relieble Releases on Dynamics 365 FinOps
    As Microsoft Dynamics 365 Finance & Operation Release 10.0.29 is General available all Dynamics 365 Finance & Operations customer can apply self-update for their environments from last week o...(read more)  ( 13 min )
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    [New Feature] Automatic Description in fixed assets depreciation Journal
    Dear Microsoft BizApps Community, Welcome to my next blog on unboxing new features in 10.0.29 version on Fixed Asset Segment. This feature is about “Amend fixed assets depreciation description” Current design The below screen shot is from...(read more)  ( 12 min )
    [New Feature] Default journal sorting direction in MSD365 Finance and Operations
    Dear Microsoft BizApps Community, Welcome to my next blog on unboxing new features in 10.0.29 version on General Ledger Segment. This feature is about “Default journal sorting direction” Current design The below screen shot is from 10.0.2...(read more)  ( 11 min )
    [New Feature] Ability to edit the fiscal year name in MSd365 Finance and Operations
    Dear Microsoft BizApps Community, Welcome to my next blog on unboxing new feature in 10.0.29 version on General Ledger Segment. This feature is about “Ability to edit the fiscal year name” Current design The below screen shot is from 10.0...(read more)  ( 11 min )
    [New Feature Enhancement] Increase the length of fixed asset name in Msd365 Finance and Operations
    Dear Microsoft BizApps Community, Welcome to my next blog on unboxing new feature in 10.0.29 version on Fixed Asset Segment. This feature is about “Increase the length of fixed asset name” Current design The below screen shot is from 10.0...(read more)  ( 11 min )
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    Print QR Code With Logo In X++ & Microsoft Dynamics 365 for finance and operations.
    Hello Folks, today I am sharing you the standard way to point QR code with Logo in X++. This code will return you a container which can be use directly in image control inside a SSRS report or in an ER report format The post Print QR Code With Logo In X++ & Microsoft Dynamics 365 for finance and operations. appeared first on All About Microsoft Dynamics.  ( 6 min )
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    Purchase Requisition: D365 Finance and Operations
    In Dynamics 365 Finance and Operations the purchase requisition is an internal document that allows users to create purchase requests for products, services and fixed assets for various purposes. An  ( 14 min )

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    Admin provisioning tools in Dynamics 365 Finance Operations
    After restoring database backup, you want to be able to login to Dynamics 365 Finance Operations with different ternant, you need to use the admin provisioning tool to assign a new tenant. From 10.0.24 verison, the admin provisioning tool can be found at VHD: C:\AOSService\PackagesLocalDirectory\bin\AdminUserProvisioning.exe Cloud- hosted: K:\AOSService\PackagesLocalDirectory\bin\AdminUserProvisioning.exe After running Provisioning.exe wtih admin right, you will see the update for the admin user in SQL. Image "> userinfo Some errors you might face: Failure Can not stop the DynamicsAXBatch service on computer Failure Execution Timeout Expired. The timeout period elapsed prior to completion of the operation or the server is not responding. Failure The remote server returned an error: (500) Internal Server Error. Resolution, you can simply stop and start the services manually: World Wide Web Publishing Service Microsoft Dynamics 365 Unified Operations: Batch Management Service Or you can restart VM using LCS or Azure portal. If the issue Can not stop the DynamicsAXBatch service on computer still persist You can kill the batch service using cmd: Open CMD sc queryex DynamicsAxBatch taskkill /f /pid 8064 Image "> queryex There is another error about Database Failure Cannot open database “AxDB” requested by the login. The login failed. Login failed for user ‘axdbadmin’. Please this post for getting VHD Database password.  ( 1 min )

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    Batch jobs in D365: a Russian roulette
    Eugen Glasow ...(read more)  ( 14 min )
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    Batch jobs in D365: a Russian roulette
    Real world production scenarios include automated batch tasks executed in the background with some cadence: Batch processing overview – Finance & Operations. They apply to sets of documents fetched at the run time, for example to sales orders delivered, but not invoiced yet. Obviously, every day the query with the documents […] The post Batch jobs in D365: a Russian roulette appeared first on ER-Consult.  ( 9 min )
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    Design Cooking Metaphor for Business Unit & Company in Dynamics 365 FO & Dataverse
    In my previous post, we learned company semantics as well as security construct in Dynamics 365 FO & Dataverse especially when Dual-write & Virtual entity technologies are involved. In this blog post, you will learn how these two different concepts are getting configured in multiple legal entities' business scenarios and how it works under the hood. We will also understand what product offers as part of Out-of-box capability & some of the recommended design configurations based on my learning. Business scenario CliffsNotes is a fictitious organization, planning to implement Cross apps functionality using Dynamics 365 Customer Engagement Apps, Power apps & Dynamics 365 Finance and Operations Apps. CliffsNotes operates in India & Europe geographies as part of its line of business. Therefore,…  ( 24 min )
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    Separate voucher for journal lines related to Fixed asset Split transactions in Microsoft dynamics 365 finance and operations
    Enabling this feature ensures the fixed assets transactions depreciation adjustment during split or disposal or catch-up depreciation will not use same voucher number. In addition to that the acquisition adjustment transaction when splitting an asset also uses separate voucher numbers. Let’s Run through the problem: Step-1: Create fixed asset split for existing asset Step-2: Enable […]  ( 8 min )
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    Separate voucher for journal lines related to Fixed asset Split transactions in Microsoft dynamics 365 finance and operations
    Enabling this feature ensures the fixed assets transactions depreciation adjustment during split or disposal or catch-up depreciation will not use same voucher number. In addition to that the acquisition adjustment transaction when splitting an asset also uses separate voucher numbers. Let’s Run through the problem: Step-1: Create fixed asset split for existing asset Step-2: Enable […]  ( 8 min )
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    Put vendor on hold for purchase orders in Microsoft Dynamics 365 Finance and Operations
    Dear Microsoft BizApps Community, Welcome to my next blog on unboxing new feature in 10.0.29 version on Procurement and sourcing segment, This feature is about making a vendor on hold for Purchase Orders, available in feature management from 10.0.29 ...(read more)  ( 11 min )
    Edit Description in Posted Voucher transactions in Microsoft Dynamics 365 Finance and Operations
    Dear Microsoft BizApps Community, Welcome to my next blog on unboxing new feature in 10.0.29 version in Microsoft Dynamics 365 Finance and Operations on general ledger Segment, In this article we shall see the new feature called “Allow edits to...(read more)  ( 12 min )
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    AX 2012 to D365 F&O Data base upgrade best practices / things to look at.
    Database upgrade in lift and shift upgrades runs with SQL replication process. Steps for this process are very well documented here - https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpr...(read more)  ( 12 min )
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    AX 2012 to D365 F&O Data base upgrade best practices / things to look at.
    Database upgrade in lift and shift ugrades runs with SQL replication process. Steps for this process are very well documented here – https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/migration-upgrade/data-upgrade-self-service Ax 2012 Data upgrade in self-service enviornment tech talk can be found here (https://community.dynamics.com/365/dynamics-365-fasttrack/b/techtalks/posts/techtalk-ax2012-data-upgrade-in-self-service-environment-july-16-2021)  Below you can find some learning from my experience on using AX 2012 database upgrade toolkit and overall […]  ( 10 min )

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    Power Fx: Introducing Named Formulas
    Simplify your app’s initialization, reduce app load time, reuse logic, and improve the maintainability of your apps with an old and very powerful concept form Excel.  ( 11 min )
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    How to Export and Import Workflow if the same version exists in another environment in D365 F&O
    Requirement 1. Customer need not to create same workflow again and again for different D365 environment. They want to copy the same workflow in different environment. 2. If there is any change in the workflow that has been done in UAT ...(read more)  ( 11 min )
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    Import and Set Up Users: D365 Finance and Operations
    As a system administrator you have the important duty of managing user access and security. In D365 F&O the import users functionality allows System Administrators to import the users from  ( 8 min )
    Inventory Value Report: D365 Finance and Operations
    The inventory value report shows the details about the physical and financial quantities as well as physical and financial quantities of inventory. In this article, we will see how to  ( 9 min )

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    Company and Security Concept in Dynamics 365 FO & Dataverse
    In this post, we will learn how security boundaries and ownership concepts work in Dataverse and Dynamics 365 FO especially when Dual-write and Virtual entity installed. Why should we understand? This can lead to an incorrect design of end-to-end Cross-app solution and inaccuracy in record ownership across both the systems i.e. Dynamics 365 FO & Dataverse What is Company abstract in Dynamics 365 FO & Dataverse? Lets understand company concept & security concept of Dual-write and virtual entity technologies. In my view, these concepts are very important to understand by Dynamics 365 consultant while designing the solution. But before we talk about in detail, let's understand what a company looks like in both FnO and Dataverse. In Dynamics 365 FO, we have a dataarea and really this is two …  ( 21 min )

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    How to Change the Period status to Open from "Permanently Closed" in Microsoft Dynamics 365 Finance and Operations
    Dear Microsoft BizApps Community, Welcome to my blog on Ledger calendar, whereby any mistake any user or Consultant made the period to “Permanently closed”, can we make it Open once again? The traditional and orthodox answer is a BIG NO. ...(read more)  ( 11 min )

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    Anzahlungsrechnungen, Teil- und Schlussrechnungen bei Fixpreisprojekten in D365
    Anzahlungsrechnungen, Teil- und Schlussrechnungen bei Fixpreisprojekten in D365 Anzahlungsrechnungen, Teil- und Schlussrechnung...(read more)  ( 12 min )
    Advance payment invoices in Fixed fee projects in D365, D-A-CH style
    Advance payment invoices in Fixed fee projects in D365, D-A-CH style ...(read more)  ( 14 min )
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    Advance payment invoices in Fixed fee projects in D365, D-A-CH style
    Engineering and construction projects are mostly offered at a fixed price and almost every time require a down payment from the client. In Dynamics 365 for Finance, this is reflected by a Fixed-price project. Our accountants wish to book the advance payment invoice in the Balance sheet (Liability) and the partial or final invoice in the Profit & Loss section (Turnover). Yet in the case of a Fixed fee project, there is no difference between down, partial and final payments in standard Dynamics 365 for Finance: everything is a milestone with a certain amount. We suggest creating a special VAT group to control the Advance payment milestone ledger integration. The post Advance payment invoices in Fixed fee projects in D365, D-A-CH style appeared first on ER-Consult.  ( 10 min )
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    MSDW Podcast: Machine Learning in Accounts Payable for Microsoft Dynamics 365
    Editor's Note: This episode is sponsored by Dooap . Machine learning technology has become more common and more accessible in AP automation solutions in recent years. Our guest, Kristin Ewart of Dooap, tells us how her clients are deploying ML... Read the full text.  ( 11 min )
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    IaC con Bicep: despliega la arquitectura de Azure API Management
    En mi último post conocimos la propuesta de arquitectura con Azure API Management para integraciones. Y terminé el post con una cosa pendiente, que era cómo desplegar y configurar todos los recursos de Azure que utiliza la solución. En el post de hoy vamos a ver cómo se crean todos los recursos, se enlazan y… Continue Reading IaC con Bicep: despliega la arquitectura de Azure API Management ariste.info IaC con Bicep: despliega la arquitectura de Azure API Management  ( 17 min )
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    Using VS Code and RapidAPI to call D365FO custom services
    Here is a guide to install RapidAPI into VSCode. Once you have installed RapidAPI, check out this guide for creating new requests. Once you have created a new request for the custom service, change the request type to “POST” and put the full url to the service in the address box. For this example I […]  ( 4 min )

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    20 supply chain lessons for Microsoft Dynamics 365 users: Event preview
    Editor’s Note: This article features information from sponsors of two upcoming MSDW events. Companies involved in supply-chain management realize that the disruptions of the last couple of years have presented some very real challenges. Often the... Read the full text.  ( 11 min )
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    Power Fx: Introducing ParseJSON
    We are pleased to announce the experimental release of our ParseJSON function, which can parse JSON strings into Power Fx objects and types.  ( 9 min )
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    Arrival Overview: D365 Finance and Operations
    The arrival overview is a workbench that shows the overview of the expected incoming deliveries along with estimated details of the items e.g., item quantities, item volume and item weight  ( 9 min )
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    10.0.29 Data Entities for Finance & Operations
    Here is the latest collection of data entities for 10.0.29 in both en-GB and en-US languages. I have added some new columns which show which countries the data entities are enabled for, and the configuration key path if a configuration key is needed to enable the data entity. 10.0.29 Data Entities – en-US 10.0.29 Data […]  ( 3 min )

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    From the Microsoft Dynamics 365 Finance & Operations Blogs: Manage batch jobs; Error 412; Quality management; Security
    In this week's Dynamics 365 Finance & Operations blog roundup: How to manage Dynamics 365 batch jobs Analyzing Error 412 when exporting to data lake in D365 Finance and Operations Quality management in D365FO Security in D365FO: less is more... Read the full text.  ( 11 min )

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    Quality management in Microsoft Dynamics 365 finance and operations: Part-1
    Hi everyone!!! In this blog I am going to discuss about Quality management in supply chain management. I will cover all the required setups along with the execution. We all know quality management is one of the important processes in supply chain management, as this ensures quality of the product which is of utmost important […]  ( 10 min )
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    Quality management in Microsoft Dynamics 365 finance and operations: Part-1
    Hi everyone!!! In this blog I am going to discuss about Quality management in supply chain management. I will cover all the required setups along with the execution. We all know quality management is one of the important processes in supply chain management, as this ensures quality of the product which is of utmost important […]  ( 10 min )

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    Non Deductible GST where Input Tax Credit(ITC) Can not be availed- Configurations in Microsoft Dynamics 365 Finance and Operations
    Dear Microsoft BizApps Community, Welcome to my next blog on INDIA GST series in Microsoft Dynamics 365 Finance and Operations. In this article we shall talk about GST scenario where input tax credit cannot be availed, the scenarios are explained in ...(read more)  ( 12 min )
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    Commerce Statement posting error "License plate must be specified for this location"
    Point of Sale does not support adding a Location or License plate when creating a Cash and Carry transaction.  Because of this, the Location must default from the Warehouse. For Commerce stores, if setting location, there should be a location for the sales floor and a location for the backroom.  The location for the sales floor should not have license plate tracking set on the Location profile. When creating a location profile that tracks License Plate, the Use License Plate tracking is set to Yes.  There are valid reasons for setting the location this way. When the Location is created for the store sales floor, this location should not have license plate tracking set. In Point of Sale, you cannot select a Location or a License Plate.  Because of this when posting Commerce statements, the Location must default from the Warehouse by using the Default location and Default return location.  Because of the product limitation that Commerce Statements cannot default the license plate, the Location would need to be created with a Location profile that does not track license plate.  That non-License plate tracked Location would then be set as the Default location on the Warehouse, under the Retail fast tab.  ( 12 min )
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    MSDW Podcast: The value of a platform for business process consumption
    This episode is sponsored by Mavim . An organization can invest in extensive business process modeling, but without an effective way for workers to access that information, the effort may not lead to any noticeable improvements. Our guest... Read the full text.  ( 11 min )

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    Power Platform Administration Planning
    Behind the scenes, your IT and Center of Excellence team spends time configuring, managing and nurturing the adoption of the Power Platform. In this post, learn about a new tool to help you plan who you need on your team and find the highest-impact opportunities to streamline your administrative effort.  ( 7 min )
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    Step GlobalUpdate script for service model: RetailServer on machine: DEV-VM is failing during MsDyn365FO package deployment
    In the past I often had the problem that during package deployment of an service update via Lifecycle Services (LCS) the step “GlobalUpdate script for service model: RetailServer” unexpectedly failed. The reason why this was not expected is that I´m not using the RetailServer at all, so the component should be in the same state … Continue reading Step GlobalUpdate script for service model: RetailServer on machine: DEV-VM is failing during MsDyn365FO package deployment →  ( 9 min )
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    Reverse charge mechanism (RCM) in INDIA GST Localization in Microsoft Dynamics 365 Finance and Operations
    Dear Microsoft BizApps Community, Welcome to my blog on INDIA GST Scenario series, this is the first article on INDIA GST localization, I hope we shall cover up various scenarios under GST INDIA. In this article we shall talk about how we can configu...(read more)  ( 12 min )

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    Exporting and Importing Financial Report Configuration from Management Reporter in D365 Finance and Operations
    Dear Microsoft BizApps Community, Welcome to my blog on Management reporter (Financial reports), here in this article we shall see how to export one configured report from one environment and will import in required environment, production as example...(read more)  ( 12 min )
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    Announcing public preview of Content Security Policy for Power Apps
    We’re excited to announce the public preview of Content Security Policy (CSP) configuration for Power Apps. CSP can be configured using the settings under the Privacy + Security settings section of an environment in Power Platform Admin Center.  ( 5 min )
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    How To Create a Calculator in D365 F&O - Part 2 ( Adding X++ Programming Functionality )
    Building a calculator is a great project, especially if you have just started learning Dynamics 365 Finance and Operations Technical. It is quite simple for people of any skill level. This project covers the interactions between UI Design and Programming Functionality. To get started, you need to consider the basic functionalities of a calculator. They include addition, subtraction, multiplication, division, delete, all-clear, and of course, the ability to use decimal numbers in performing these operations. But here we simply describe the basic four operations addition, subtraction, multiplication, and division. If you are a beginner use Microsoft's free VM, where you can access both the Technical and Functional environments. In the previous article, I already explained the UI Design pro…  ( 24 min )

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    API Management: arquitectura de integración
    ¡Estoy de vuelta con información adicional sobre Azure API Management! Más contenido de Azure, y probablemente seguiré escribiendo más posts relacionados con Azure en el futuro. Creo que hay muchas formas de aprender cosas nuevas, y para mí, dos de ellas son escribir artículos en el blog y utilizar nuevas tecnologías para resolver problemas en… Continue Reading API Management: arquitectura de integración ariste.info API Management: arquitectura de integración  ( 15 min )
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    3 Primary Reasons to Learn Dataverse
    If you’ve been on the fence about learning Dataverse for your Power Platform solutions, then this blog is for you. We will explore proven motivators for learning, as well as using, Dataverse. It’s not only for Power Apps solutions; you will see that it can also facilitate data stewardship and data insights through it’s partnership with Azure Synapse.  ( 8 min )

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    How To Create a Calculator in D365 F&O - Part 1 UI Design
    Building a calculator is a great project, especially if you have just started learning Dynamics 365 Finance and Operations Technical. It is quite simple for people of any skill level. This project covers the interactions between UI Design and Programming Functionality. To get started, you need to consider the basic functionalities of a calculator. They include addition, subtraction, multiplication, division, delete, all-clear, and of course, the ability to use decimal numbers in performing these operations. But here we simply describe the basic four operations addition, subtraction, multiplication, and division. In this article, I will explain only the UI Design process. In the next article, I will explain to you how to add Programming Functionality for functioning the basic functionalit…  ( 25 min )

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    How to Identify and Options for Fixing Segregation of Duties and Licensing Issues in D365FO
    There are many different options available to fix or address segregation of duties (SOD) and licensing issues in D365FO, I wanted to show the different options available so you can apply the best option for your particular scenario. Please note: The options provided for possible solutions are not a complete list of every possible way […] The post How to Identify and Options for Fixing Segregation of Duties and Licensing Issues in D365FO appeared first on Alex Meyer.  ( 18 min )
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    Extend modern commands with custom pages and geospatial mapping
    As a developer, learn how to extend Power Apps modern commanding by leveraging geospatial mapping with custom pages, and sending a notification about the map.  ( 8 min )
    Introducing the Creator Kit – Efficiently create performant Fluent UI based Power Apps
    Today, we are proud to formally introduce the first stable release of the Power Platform Creator Kit – a free toolkit that optimizes development in Power Apps.  ( 7 min )

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    D365 eCommerce : Invalidate the cache
    I often work in an WYSIWYG pattern, where I do a change, and then look at the change when working with D365 eCommerce. I’m changing products, attributes, categories, customer hierarchies, forms. One thing that had me irritated, is the extensive caching being done in D365 eCommerce, and you can read more about data action cache … Continue reading D365 eCommerce : Invalidate the cache  ( 10 min )

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    What’s new: Power Apps August 2022 Feature Update
    Welcome to the Power Apps monthly feature update! We will use this blog to share a summary of product, community, and learning updates from throughout the month so you can access it in one easy place. A variety of new and highly anticipated features are now available which we are very excited to share: Trust … Continue reading “What’s new: Power Apps August 2022 Feature Update”  ( 10 min )

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    Announcing Public Preview for Power Platform App Install API Tools Support
    We are pleased to announce the Public Preview of Power Platform Application Install API! This capability enables automation of install and update experiences that are offered only through the Power Platform Admin Center experience today. Installs can also be automated for applications available from AppSource provided at least one such install of the said application … Continue reading “Announcing Public Preview for Power Platform App Install API & Tools Support”  ( 5 min )

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    Security in Dynamics 365 F&O: Less is More
    I’m starting this blog about security with the words Less is More! This is a concept about simplicity. In life, we look at certain things in an overcomplicated way or try to make them too advanced. We don’t see it ourselves until someone helps us think in a different direction. When you just start working […] The post Security in Dynamics 365 F&O: Less is More appeared first on Dynamicspedia.  ( 15 min )
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    MSDyn365FO. Missing custom financial dimension.
    If you want to make a table (standard or a new one) usable as a Financial dimension there is a step by step guide on docs Make backing tables consumable as financial dimensions – Finance & Operations | Dynamics 365… Continue reading →  ( 11 min )
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    [Batch Framework] Maintaining batch Job History by Save job to history option in MSD365 Finance and Operations
    Dear Microsoft BizApps Community, Welcome to my next blog on batch jobs framework, in this article, we shall see how we can define which job to have batch job history saved and also, we can define which job to have only error history saved. Scenario ...(read more)  ( 12 min )

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    [Enhancement Feature] Unmark all ledger transactions within ledger settlement in MSD365 Finance and Operations
    Dear Microsoft BizApps Community, Welcome to my next blog on unboxing new feature in 10.0.28 version on general ledger Segment, this feature is an enhancement on existing ledger settlements form, the feature name is “Unmark all ledger transacti...(read more)  ( 11 min )
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    Reset the Financial reporting data mart in D365FO
    Business Requirement Run the Financial Report to look into insights of business by Top Management. But While Generating Any Report system throws following error: An error occured while processing the request. (InternalServerError) <"Exceptio...(read more)  ( 11 min )

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    Master Your Microsoft Dynamics 365 Integration with the Right Framework
    Digital transformation is booming as organizational leaders need to compile and interpret large swaths of data and use it to create actionable insight. According to Gartner, CFOs say that 80% of new investment dollars are going toward digital growth.... Read the full text.  ( 11 min )
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    Announcing Public Preview of IP based cookie binding in Dataverse
    IP cookie binding in Dataverse IP based cookie binding will help our customer’s organization in responding to cookie replay security threat in Dataverse. IP based cookie binding blocks the cookie replay attack. It does it by evaluating the IP address attached to the cookie. If cookie IP address in the request is different than the … Continue reading “Announcing Public Preview of IP based cookie binding in Dataverse”  ( 5 min )

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    Data ALM Dynamics 365 Finance Operations
    New article here to explain a new solution I have made for Data ALM (and automation everywhere) in terms of data movement for Dynamics 365 Finance Operations. For the code ALM part, and even for RSAT, all the way it’s quite really easy to manage from development to release (especially thanks to Azure Dev Ops). But what about data / refresh / copy / backup and restore ? From many years now on, I was (as partner) trying to do it the more automatically I can for customers - and even me in fact... But as of today, and as a gift for the community, I release a brand new solution to install it and manage that without any MANUAL actions for all steps required for data movement ! I hope that it will help you a lot - like it will help me a lot for me, believe me - tons of hours saved. Let’s jump in !
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    How To to use Performance Timer to investigate the issues in D365?
    You receive reports of performance issues with the app. You need to use Performance Timer to investigate the issues. Which URL should you use? https://XXXXXX.sandbox.operations.dynamics.com/?cmp=DAT&debug=develop&mi=DefaultDashboard  ( 20 min )

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    Electronic Invoicing service – Saudi Arabia e-invoice integration – integration of these electronic solutions with ZATCA’s (Zakat, Tax and Customs Authority) systems
    You may have some questions related to this feature: 1. Is Zatca Integration - QR code on E-INVOICES and Cash and Carry sales feature supported in on-prem implementation and on-prem production environments?  2. Is this feature available for retail cash and carry, sales order/ customer orders and back-office sales order invoices? Some details about the feature:  Electronic Invoicing service – Saudi Arabia e-invoice integration - Dynamics 365 Release Plan | Microsoft Doc E-invoicing integration for Retail for Saudi Arabia is not yet available. See the following release plan for more details: Integrate e-invoices in retail stores in Saudi Arabia | Microsoft Docs Regarding enabling this feature in on-prem deployments: the submission of simplified e-invoices will be done from Commerce HQ via the Electronic invoicing service. The service is not available in on-prem deployments. None of microservices including Electronic Invoicing is available on-prem. Customers using this deployment should consider moving to the cloud, using 3rd party solution provider or building integration with ZATCA using SDK themselves in ERP directly.  ( 12 min )
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    OCR in Expense Management
    I recently got to implement OCR in Expense management in Microsoft Dynamics 365 for Finance and Operations. Turns out, there is a lot of interest in this topic, so I put together a little blog about it.  What is OCR?  Optical Character Recognition. This is used to process documentation such as receipts and invoices by using Azure Cognitive Services to "read" the documentation and import the data into the system, cutting down on manual system entry. Lifecycle Services There is a component of installation that needs to be installed in your environment through Lifecycle Services (LCS).  First, set up the Power Platform Integration. Use the standard template unless you are actively planning to use Dual-Write.  When connecting, this is the information you will see:  Setup Power Platform I…  ( 9 min )
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    A Guide To Azure Management Groups For User Security in Dynamics 365 Finance & Operations
    Business Scenario: CliffsNotes is a fictional company getting ready for its Business As Usual (BAU) processes as the production go-live for D365 Finance and Operations is scheduled for next week. However, looking at the number of entries of joiners and movers in the organization as well as the proper segregation of duties of each department an organization is looking at more control and a RBAC-driven solution in D365 Finance and Operations to manage the security roles. Solution: A feature called Active directory security group can be leveraged as it allows AZURE AD groups driven access to a respective department. Security should be top of mind for every D365 Finance and Operations Administrator. One of the best parts of this feature is a one-time setup and the remaining steps can be execut…  ( 19 min )

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    Search and find Dynamics 365 records with Microsoft Search
    Enable Dynamics 365 records to show in Microsoft Search  ( 5 min )
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    How to remove country specific Bank account number validation in D365FO
    Hi All,I hope everyone is doing great. Lets see how can we remove the mandatory bank account validation.Requirement :In my case requirement is to remove JP country region specific validation, The scenario is quite different because generally all the ...(read more)  ( 12 min )

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    How To Manage D365 Batch Jobs
    Previously, you learned how to use batch jobs to automate and offload recurring tasks to the server. In this article, we will cover how to manage D365 batch jobs. This includes jobs that will run once. As well as those running on a recurrence. When a batch job has an error, or stops running, a... Continue Reading → The post How To Manage D365 Batch Jobs appeared first on Dynamics 365 Musings.  ( 14 min )

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    How to Increase Default Time-out limit for Dual-write Sessions
    Problem statement: The issue of time-outs for dual-write sessions has been noticed in a couple of scenarios. Analysis: A default time-out of two minutes is not adequate for Dual-write sessions. Solution: Prerequisites: Dual-write core solution (Anchor solution for Dual-write Core) version 1.0.36. and later must be installed in Dataverse. Log in to https://admin.powerplatform.microsoft.com/home Navigate to Environments Select your Environment Navigate to Resources and select Dynamics 365 apps Select Dual-write core solution Click on and then select details option Validate version number Lets understand first, the core of Dual-write What is Dual-write? Dual-write is an out-of-the-box infrastructure that allows near-real-time bidirectional data integration capability between Dataverse &…  ( 21 min )

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    D365FO Azure KeyVault usage
    Edit: System administration / Setup / Key Vault parameter Fetch value: str username; str password; username = KeyVaultCertificateHelper::getManualSecretValue(KeyVaultCertificateTable.RecId); password = KeyVaultCertificateHelper::getManualSecretValue(KeyVaultCertificateTable.RecId);  ( 1 min )
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    Create code extension of your object new feature
    Dear all,This new feature added in D365FO to create extension of your objects, with the help of this feature we don't need to remember the syntax of extension as well as it will maintain the same naming convention in your project. &nbs...(read more)  ( 11 min )

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    MSDW Podcast: Building your digital supply chain
    Editor's Note: This episode is sponsored by TIE Kinetix. No two companies follow the same path to modernizing their supply chain, but successful supply chain transformation projects share some important characteristics, says our guest Dave Mazur of... Read the full text.  ( 11 min )
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    Automatically create a Power App from a REST API
    You’ve deployed a REST API for your new service, and you’ve created a custom connector so that the Power Platform can work with it. Now what? We are excited to announce a new Power Platform CLI command that will create a fully functional canvas Power App that can be used to explore and validate your … Continue reading “Automatically create a Power App from a REST API”  ( 6 min )

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    How To Use D365 Batch Jobs
    In this article learn to how use D365 batch jobs to automate and offload recurring tasks to the server. This will allow your employees to be more productive and save time. Learn to recognize when a process can be run as a batch job. And learn about the many processes that can be run by... Continue Reading → The post How To Use D365 Batch Jobs appeared first on Dynamics 365 Musings.  ( 11 min )
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    Power Fx: Error handling graduates to preview
    Reliable error handling moves to preview for Power Fx and Power Apps. You now have all the tools you need to detect, replace, report, and log errors, including a good default behavior if you never take advantage of these tools. And, bonus, you can also now write blank (or null) values to databases.  ( 8 min )
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    Tips for leveraging free text invoice templates
    Business scenario: A company such as ABC Inc. generates invoices for its customers for a variety of services, fees, or charges that must be itemized and posted to specific ledger accounts. These ledger accounts must also have dedicated financial dimensions at invoice line level. There is, however, a relatively high number of invoices generated each day. In order to ease out their employees' daily tasks, businesses want to automate the invoice generation process. Solution approach: Dynamics 365 Finance Free Text invoice is the best suitable approach considering the given business scenario to support Create FT invoice by using the predefined templates Observations: Dynamics 365 Finance & Operations product version 10.0.28 (10.0.1265.60) & Update52 (7.0.6441.74) does support Free text invoice…  ( 21 min )

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    New version of Power Platform Build Tools and a Feature packed update of Power Platform CLI
    We are happy to announce a new version of the Power Platform Build Tools (Azure DevOps tasks) and our monthly update to Power Platform CLI. Read on for significant new features coming this month, including: Power Platform Build Tools: Now based on Power Platform CLI New CLI command to assign user New CLI command to … Continue reading “New version of Power Platform Build Tools and a Feature packed update of Power Platform CLI”  ( 10 min )

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    How to Handle Batch Jobs When Disabling or Deleting a User in D365FO
    I had someone reach out to me about the ‘right’ way to handle batch jobs when disabling or deleting a user from D365FO. Let’s look at the options you have to avoid any issues. Why This is an Issue Batch jobs within D365FO allow for a way to execute a set of instructions that can […] The post How to Handle Batch Jobs When Disabling or Deleting a User in D365FO appeared first on Alex Meyer.  ( 17 min )
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    Inline editing, modern browsing, and more with the new Power Apps grid control
    The new Power Apps grid control in model-driven apps is officially in public preview! This control can be used for both read-only and editable scenarios, supports infinite scrolling for a modern browsing experience, and allows pro-dev makers to customize the appearance of cells. Try it out today!  ( 5 min )

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    Dataverse connector for Excel
    Recently, Microsoft announced dataverse connector for excel. With this new connector, customers and partners can create report in excel based on Dataverse data. Lets see, how we can use this dataverse connector in excel. Step 1: Open your excel and click on Data. You can see new menu is available for Power Platform. When you... Continue Reading →  ( 10 min )
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    Updating MsDyn365FO model parameters from projects context menu in Visual Studio
    I recently found a new entry in the context menu of Microsoft Dynamics 365 for Finance and Operations projects which represents a shortcut for updating the model parameters for the model/package linked to the project. Before you had to navigate via Extensions > Dynamics 365 > Model Management > Update Model Parameters… to the list … Continue reading Updating MsDyn365FO model parameters from projects context menu in Visual Studio →  ( 9 min )

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    Creating canvas apps as Dataverse solutions by default (preview)
    We are excited to announce the release of Canvas apps creation as Dataverse solutions by default in public preview  ( 6 min )
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    Avalara acquired by Vista Equity Partners for $8 billion
    Tax compliance vendor Avalara has been purchased by Vista Equity Partners, the companies announced today. The all-cash transaction is valued at $8.4 billion, or a 27% premium over Avalara’s share price as of July 6. “In partnering with Vista, Avalara... Read the full text.  ( 11 min )

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    D365FO - Change address value for "Primary for country/region"
    If you want to change a value for the field Primary for country/region in the address record from Yes to No, the simplest way which I find it's:  - open table browser for DirPartyLocation table - find a related record for the address - change field value  ( 1 min )

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    D365 Commerce : Omitting serialization of null and default values in JSON payloads
    I have always been interested in how to improve performance, and I have understood that there is no silver bullet or switch you just can turn to get dramatically improvements. The path towards performance is a delicate balance between functionality, usability, scalability and effort/budget. Together with friends, I think we have found some low-hanging fruits … Continue reading D365 Commerce : Omitting serialization of null and default values in JSON payloads  ( 10 min )

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    Bring Microsoft 365 collaboration to your model-driven apps
    Collaboration controls (Preview) enable you to easily add M365 capabilities to your Power Apps line of business custom applications to simplify user workflows when collaborating on business processes in Teams or Power Apps.  ( 6 min )

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    How to add a field in a table and add it into a form data source and form in Dynamics 365 FO?
    I think this is one of the best articles which is very useful for beginners to understand the basic concept of customization in dynamics 365 FO. Here I am showing you how to add a field in a table and add this field into a form data source and form. From a beginner's perspective, adding a field to a table and reflecting on this newly created field at a form level will be good for their practices. So let us start the topic, for easy understanding, I am taking the customer table CustTable and Customer Form CustTable, adding one remark filed in the Customer table, and adding this newly created table field into the form data source and form itself. In the previous articles, I showed How to add a new field to an existing table in dynamics 365 finance and operations. This article is the contin…  ( 24 min )

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    DXC sells Americas Microsoft Dynamics group to EY, continuing separation
    Ernst & Young (EY) announced it has acquired the Americas Microsoft Dynamics services business of DXC Technology. The DXC team will join the EY Microsoft Services Group, part of EY Consulting Services, to grow their business applications coverage in... Read the full text.  ( 11 min )
    Fastpath acquires Identity Governance and Administration (IGA) solution ideiio
    Fastpath Solutions, makers of access control and Separation of Duties (SoD) solutions for business applications, announced they have acquired ideiio, makers of an identity governance and administration (IGA) solution. The combined capabilities will... Read the full text.  ( 11 min )
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    Credit memo functionality on Dynamics 365 POS
    Steps/Settings (please find the document with screenshots attached)  Set up Payment method with the Operation name ‘Pay credit memo’ and associate appropriate Posting accounts in it Retail and commerce/Channels/Retail stores/All retail stores/select the store HOUSTON/Tab Set up/Payment methods/in our case it is called Voucher:  Issue Credit Memo Go to MPOS/Show journal/select sale transaction/ Select Return transaction/Return/select Products/Return/select Reason for return/OK. Go to Actions/Transaction options/Issue credit memo: Credit memo will be issued and transaction will be posted. Now we can check if credit memo has been issued Retail and commerce/Channels/Retail stores/Credit memos: Credit memo is issued with the number 1. Apply Credit memo Enter Sales Transaction in MPOS and then pay it using the Payment method ‘Voucher’ (which has an Operation name ‘Pay credit memo’): Enter Credit memo number 1 (the number we see in step 3): Click Check amount, we see Available amount: Click the button on bottom ‘Tender Payment’: Now we can check if Credit memo has been applied Retail and commerce/Channels/Retail stores/Credit memos: You will notice that Applied check box is now marked, Applied amount and Applied date are filled in.   NOTE: If you have Partial payment scenario, e.g. 1 credit memo $100. Buy items worth $40, how to use the balance amount $60? The system issues a new credit memo for the remaining balance automatically.  If credit memos are only partially redeemed, the system issues a new credit memo for the new balance. The new credit memo has a new number. A credit memo can be used only one time, and the system keeps a record of all the numbers that are used. The record can be viewed on the Credit memo table page. A customer can't redeem more than the value of the credit memo.  ( 12 min )

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    sa.global acquires DXC Technology's Microsoft Dynamics solutions ReQlogic and Homebuilder One
    Microsoft partner sa.global has acquired two Dynamics ERP-based products from DXC Technologies. The two products, SMB productivity suite ReQlogic and homebuilding industry solution Homebuilder One, will broaden sa.global’s customer base, adding about... Read the full text.  ( 11 min )

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    Event Preview: What to expect at September's DynamicsCon LIVE
    Updated programming to feature many Microsoft MVPs as Dynamics User Group plans for broader community efforts .... Read More Read the full text.
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    Programación de lotes basada en prioridades en Dynamics 365
    Hemos visto muchas mejoras en el producto desde que fue lanzado como AX7, y algunos cambios de nombre también 😝 Y una de las áreas donde hemos visto más mejoras es el framework de trabajo por lotes. Y desde la última versión de Dynamics 365 Finance and Operations, la 10.0.28, tenemos una nueva característica que… Continue Reading Programación de lotes basada en prioridades en Dynamics 365 ariste.info Programación de lotes basada en prioridades en Dynamics 365  ( 11 min )
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    TDS Calculation when the transaction for a particular vendor exceeds the threshold limit
    Business Scenario AS per Indian Income Tax Act 1961 section 194JA and 194JB etc. where TDS is calculated on the whole amount cumulatively which were previously nontaxed if any particular transaction exceeds the threshold limit. If the TDS thres...(read more)  ( 13 min )

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    Boost Developer Productivity with Dependent Assemblies for Plug-ins
    We are thrilled to announce that Dependent Assemblies for plug-ins is all set for preview. We need your feedback on this feature and you can start providing it today. This feature is designed to boost developer productivity by eliminating the overhead of using ILMerge to manually merge dependent assemblies. With dependent assemblies, rather than register an individual .NET assembly, you will upload a NuGet Package that contains your plug-in assembly AND any dependent assemblies. Unlike ILMerge, you can also include other file resources, such as JSON files containing localized strings.  ( 5 min )

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    Regression Suite Automation Tool, a day in a live
    We have been working for a while now with RSAT at various customers, it is stable, but we see sometime small glitches in user experience. In general, what is happening, if you haven’t maintained/used it for a while (for instance when during implementation RSAT is configured and used (for instance as provisioning tool), but then […] Het bericht Regression Suite Automation Tool, a day in a live verscheen eerst op Kaya Consulting.  ( 11 min )

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    Whats new: Power Apps July 2022 Feature Update
    Welcome to the inaugural Power Apps monthly feature update! We will use this blog to share a summary of product, community, and learning updates from throughout the month so you can access it in one easy place. A variety of new and highly anticipated features are now available which we are very excited to share!  ( 10 min )

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    Optimize Financial and Operating Models with Microsoft Dynamics 365
    In this video, we demonstrate how Microsoft Dynamics 365 delivers a powerful, data-first solution to transform your financial and operating models - and help you keep pace with rapid and constant chan...(read more)  ( 11 min )

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    Want to leverage AI with Microsoft Dynamics 365 Finance and Supply Chain for Insights?
    Human expertise combined with Artificial Intelligence (AI)can open opportunity doors like never before. Whether it is insights for decision making in financials area or supply chain area, Now both ke...(read more)  ( 11 min )

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    Best books for D365 F&O Developers and Technical Consultants
    If you are a Dynamics 365 or AX developer primarily focused on delivering time-proven applications, then the books are for you. This book is also ideal for people who want to raise their programming skills above the beginner level, and, at the same time, learn the functional aspects of Dynamics 365 for Financial and Operations. Some X++ coding experience is expected. If you are a beginner and looking for a career in Dynamics 365 FO, you must read these books. In my experience with D365 F&O learning, I have read many D365 F&O books for developers and consultants. I think that reading a book sometimes it’s better to have a good understanding of how to do things in the best way and not just solve the problem.  In this article, I will sort my Top 5 D365 F&O books based on my experience. If you…  ( 27 min )

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    Announcing public preview of ESLint rules for Power Apps and Dynamics 365
    We are excited to announce the public preview of ESLint rules for Power Apps model-driven apps and Dynamics 365 CE. This will help you find and fix issues in your JavaScript code before being packaged into a solution.  ( 5 min )

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    Top 10 reasons to choose Microsoft Power BI
    According to Microsoft, Power BI empowers your teams with industry-leading business intelligence (BI) and augmented analytics so that you can simplify decision-making in a world of increased complexity and growing data volume. There are many different BI tools available but Power BI is one of the best tools. It provides more than 100 different connectors... Continue Reading →  ( 10 min )
    How to create a custom entity for Dual-write
    In today’s article, I will show how you can create your own custom Dual Write integrations between Dynamics 365 Supply Chain Management and Dataverse. Also, I will show you how to set up the bidirectional mapping. What is custom entity The short answer is It is an entity which is not available in the system... Continue Reading →  ( 12 min )
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    How To View D365 Sales Order Totals
    One thing that every user cares about on every single sales order is the totals. After adding all of the items to a sales order in Microsoft Dynamics 365 for Finance and Operations, the totals show you how much tax, shipping, sub-total and overall total money is owed. In this article I will show you... Continue Reading → The post How To View D365 Sales Order Totals appeared first on Dynamics 365 Musings.  ( 12 min )
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    Boost maker productivity inside Dataverse using formula columns!
    Boost your productivity inside Dataverse using formula columns!  ( 6 min )
    Announcing general availability of visualizing views in Power Apps with Power BI
    Visualize data in a view and get insights quickly with Power BI quick reports generally available on Power Apps’ view pages. The capabilities of Power Apps, Power BI and Dataverse are integrated in a seamless experience to help you understand your data easily.  ( 6 min )
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    Stabilize your MsDyn365FO debugging experience
    With the latest versions of Microsoft Dynamics 365 for Finance and Operations (10.0.27+) we got a new setup in Visual Studio to select specific packages, for which we want to load symbols for debugging. In previous versions we were only able to select between symbols from elements of the current project or all symbols. The … Continue reading Stabilize your MsDyn365FO debugging experience →  ( 9 min )

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    How to Add a New Field to An Existing Tabel in Dynamics 365 Finance and Operations
    In the previous article, we already discussed The model management in dynamics 365 F&O. In this article I will show how to add a new field to an existing table in dynamics 365 finance and operations. In most dynamics 365 finance and operations development, this is a common scenario. How do achieve this task? is it possible to change the structure of existing base tables in dynamics 365? Yes,  In dynamics 365 this task is achieved by using the extension method. An extension is a way to add functionality to an existing object in D365FO without modifying the base code of that object. Your extensions are compiled into their own DLLs, which are separate from the D365 base system libraries.  It also makes it easier for Microsoft to patch their SYS layer code. Microsoft has added to allow custo…  ( 25 min )
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    Document Handling Functionality: How to Enable Attachment on any Form
    Dear Learner, We are going to learn a beautiful functionality for document handling in D365 F&O. In this blog we will learn how to enable disabled button in attachment tab. Business Requirement Most of the Customer attach document with Sales Or...(read more)  ( 11 min )

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    Enable Workforce Transformation with Microsoft Dynamics 365
    Microsoft Dynamics 365 delivers world-class HR solutions built to empower every employee to help create a leading organization that is agile, resilient, and efficient. Intelligent, user-friendly tools...(read more)  ( 11 min )

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    Setup for Posting of GRN Entry into Product Receipt Ledger in MSD365 F&O
    Business Scenario Customer wants to post-entry of GRN/Product Receipt into its respective ledger account To ascertain the value of GRNs which remain un-invoiced during the month-end Note: Generally, this setup is required for businesses having a lo...(read more)  ( 11 min )
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    Excel Add-in would not login
    A user reports that when using the "Open in Excel" option, the D365 Finance Excel add-in would not sign in properly. She was using this feature often and everything was working. But now when she clicks "Sign in", it seems to runs for a little bit and then back to the below screen with the message "Not authenticated" at the bottom. We tried different ways to tackle this issue but below is what eventually worked. In the Excel add-in, click the gear button Change the server URL to connect to another environment (e.g. a Tier 2 UAT environment) Repeat #2 but change the server URL back to the Production environment Just like magic, now the add-in connects without a hitch Technology is just wonderful, isn't it? This posting is provided "AS IS" with no warranties, and confers no rights.  ( 11 min )

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    Debug the Sandbox/Test environment in D365FO
    Above mentioned steps can be reduced to only one step i.e refresh of production DB to sandbox via LCS and later we can connect to sandbox environment directly from the development environment for debugging using below guide Time required 20 minutes. Steps Enable access for your IP address Go to lcs ->sandbox environment page. To connect to test environment RDP, you need to create Whitelist rule for your IP address  Connect RDP and open SSMS Connect to SQL server using Server name from LCS and add the prefix to SQL server name – servername.database.windows.net Create a new query to test DB Below query will create a new user that will be used for debugging CREATE USER devtempuser WITH PASSWORD = ‘pass@word1’ EXEC sp_addrolemember ‘db_owner’, ‘devtempuser’ Whitelist your IP address Select new query against Master DB exec sp_set_firewall_rule N’DEVNAME’, ‘IP’, ‘IP’  Stop IIS, WWW service and Batch Service Open IIS and stop the service. Open run and enter services.msc and stop WWW and Microsoft D365 batch service Edit Web config Go to C:\AosService\webroot\web.config and save the original file somewhere else as backup. Modify 4 Keys as per the below screenshot. You can either comment original configuration or delete it and add new configuration of the sandbox environment Start IIS and WWW services Start IIS and WWW service stopped in step 5. Don’t start batch service. Open the development environment AX URL If you get 503 unavailable error, go to CMD(as admin) and type IISRESET Debug Now sandbox environment is connected to your development environment. You can simply open Visual studio to add breakpoints to X++ object and attach w3wp.exe service to debug. Thanks Pawan Deep SinghI  Reference: https://axparadise.com/how-to-debug-the-sandbox-test-environment-in-d365fo/  ( 7 min )
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    Improve monitoring of Dataverse plugins using Application insights
    Announcing General Availability of Application Insights for plugins  ( 5 min )
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    Custom scripts
    - create a new model containing only one Runnable class - write code in main method of that class - create deployable package from VS for that model - upload package to System administration / Periodic tasks / Database / Custom scripts - Second person to approve script - First person to Validate / Test - script will be executed with ttsabourt at the end - check Details field with output of SQL statements and infolog information including all errors - click Validate / Test validated - click Run / Run - validate that data was fixed by reviewing real data in D365FO - click Finilize / Ferify class VKDataFix651 {     ///     /// Deleting odd transaction, which left from work which is not longer available in the system.     ///     /// The specified …  ( 1 min )
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    Drive Project Business Success with Microsoft Dynamics 365
    Drive success amid hyper-competitive and ever-changing market forces—using an agile project-based services solution that helps you adapt faster, work smarter, and perform better. Learn more about Dy...(read more)  ( 11 min )

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    Dynamics 365 & Power Platform – 2022 release wave 2 plans
    Today, Microsoft released the new plans for 2022 release wave 2. These plans will tell you about the short-term investments to be released by Microsoft for Dynamics 365 and the Power Platform. Microsoft is releasing these plans twice a year to indicate what they are working on. In this post, you will find the links […] The post Dynamics 365 & Power Platform – 2022 release wave 2 plans appeared first on Dynamicspedia.  ( 14 min )
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    Master Data Management Implementation in Dynamics 365 ERP: 5 Best Practices
    André Arnaud de Calavon of To-Increase contributed to this article. According to a report by KPMG , 56% of CEOs are concerned about the integrity of the data they are using for decision-making and 45% believe that a lack of quality customer... Read the full text.  ( 11 min )
    MSDW Podcast: Talking Microsoft leadership, product, and channel with Steve Mordue
    The Microsoft Business Applications product line's new look is starting to come into focus under the leadership of CVP Charles Lamanna. In a recent conversation with Microsoft MVP Steve Mordue, Lamanna discussed some of his team's recent work... Read the full text.  ( 11 min )
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    Announcing public preview of Auto Updates for Power Apps Dynamics CE
    The public preview for app auto updates  ( 5 min )

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    From the Microsoft Dynamics 365 Finance & Operations Blogs: Number sequences; Navigation modules; Logs; Payment remittance
    In this Dynamics 365 Finance & Operations blog roundup: AX – D365FO – number sequences explained How to grant access to navigation modules in D365FO Logs in Dynamics 365: not anymore! How to add sender email address for payment remittance... Read the full text.  ( 11 min )

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    What is Model in D365FO With Examples
    In previous articles, we already discussed and created different models which are mandatorily required for customization. In this article, I am going to explain what a model is and why models are used in d365 projects. As we know, the complete D365 Finance and Operation developments are based on these four terminologies Package, Model, Project, and Element. So as a developer you need to know processes how to create a model, how to update a model, and how to delete a model. Here’s a table of contents to help you find your way around: Table of contents What is a Model in D365? Where is Model Data Stored in D365? Creating a model in D365. Update a model in D365. Deleting a model in D365. What is a Model in D365? A model is a design-time concept. A particular model can con…  ( 25 min )
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    Maximize Financial Visibility with Microsoft Dynamics 365
    Get the tools that maximize profitability and financial visibility across your business. And be the disruptive force leading your industry Learn more about Microsoft Dynamics 365 Finance here: https...(read more)  ( 10 min )
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    Party postal address sales tax group V2
    In Dynamics 365 F&O, if you want to import addresses which have a Sales tax group, you will probably need to use the Party postal address sales tax group V2 data entity. (And if you are importing...(read more)  ( 12 min )

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    How to Use a .NET Project Within a D365FO Solution
    I wanted to write today about why I utilize .NET projects for certain scenarios when developing X++ solutions for D365FO. How Is This Possible? How is it possible that you can have two different project types under one solution? I actually wrote about the changes that were happening to the X++ compiler way back in […] The post How to Use a .NET Project Within a D365FO Solution appeared first on Alex Meyer.  ( 16 min )
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    Error “Finance and Operations apps xxxdevaos.cloudax.dynamics.com is not discoverable. Please refer to the documentation for details” during setup of dual-write
    I recently had the problem, that I got the error message “Finance and Operations apps xxxdevaos.cloudax.dynamics.com is not discoverable. Please refer to the documentation for details” during setup of dual-write from Lifecycle Services (LCS). When I tried setting up dual-write from within Microsoft Dynamics 365 for Finance and Operations, I got the following error message: … Continue reading Error “Finance and Operations apps xxxdevaos.cloudax.dynamics.com is not discoverable. Please refer to the documentation for details” during setup of dual-write →  ( 9 min )

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    Review feedback and ratings from your users to improve your apps
    Highly sought-after feature from our community and a step towards improving quality of apps built on Power Platform.  ( 5 min )
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    Allow users to select and change tile sizes
    In this post, I embedded a new video from my YouTube channel that contains a demonstration of a new feature in Microsoft Dynamics 365 for Finance and Operations. Users can change the size of tiles as a personalization to their own preferences. Watch the video and learn how to enable the feature and manage the […] The post Allow users to select and change tile sizes appeared first on Dynamicspedia.  ( 11 min )
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    B2B eCommerce for manufacturers: How to stay relevant in 2022
    B2B eCommerce for manufacturers has evolved dramatically in recent years, driven by technological advances and customer demands. In all probability, digitization is the key to success in the future of the manufacturing industry. Let’s have a look... Read the full text.  ( 11 min )

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    Button search from Action Pane – D365 FO
    Finding a button in a form is difficult if it has complex design with Action pane having multiple tabs , various button groups in the tabs and so on. For instance, Sales order form. How to search the button ‘Cash … Continue reading →  ( 11 min )

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    How To Write a D365 Runnable Class (Job)
    Often times as a developer you have the need to quickly write and run some x++ code in Microsoft Dynamics 365 for Finance and Operations. In this article, I will explain how to write a D365 runnable class (Job). These jobs can be used to quickly test and experiment with some code. As well as... Continue Reading → The post How To Write a D365 Runnable Class (Job) appeared first on Dynamics 365 Musings.  ( 11 min )
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    Sign up for a free Dynamics 365 Finance and operation trial
    In today’s article, we will see how to sign up for a free Dynamics 365 Finance and operation trial version. Trial environments are required when you would like to check and test functionality available in the system. If you are a Dynamics customer or partner, you can sign up for a customer / partner trial.... Continue Reading →  ( 11 min )
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    Table Sync Failed for Table: XXXtable. Exception: System.InvalidOperationException: Table 'XXX': Converting Field 'YYY' of Type 'AxTableFieldReal' to 'AxTableFieldInt' is not supported. Please drop the original field, sync the table and add a new field with the same name if needed.
    issue: Table Sync Failed for Table: XXXtable. Exception: System.InvalidOperationException: Table 'XXX': Converting Field 'YYY' of Type 'AxTableFieldReal' to 'AxTableFieldInt' is not supported. Please drop the original field, sync the table and add a new field with the same name if needed. solution : Just Rename your field and sync your DB  or  drop the original field, sync the table and add a new field with the same name if needed  ( 21 min )
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    Supply Chain Mangement (SCM) - Basic Concepts
    Supply Chain Management is defined as the process of managing the production and distributional flow to ensure flawless delivery and distribution of its products. It is one of the most important business activities to increase profits and customer satisfaction.  SCM deals with the management of all the processes which are involved from creating raw material to delivering the final product to the consumer. In this article, we have discussed the objectives of supply chain management with a complete illustration and examples. We made it very simple for you to understand SCM objectives. Supply Chain analytics provide the manager a flow chart where they can analyze each and every step of product distribution and point out the problems in the system. For instance, in case of a big order, the m…  ( 28 min )

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    On - Hand Inventory Dual write Integration issue fixed by Customization.
    Hi D365FO Community,As we know Dual write does not support On hand inventory synchronization, but we can achieve this by doing customization. Requirement : Synchronize on hand data with CRM by dual write.Solution : Create new batch and data...(read more)  ( 12 min )
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    Ho to calculate due date in x++?
    class UpdateDuedate_CustAging {     public static void main(Args _args)     {         CustTrans       CustTrans;         CustInvoiceJour         CustInvoiceJour;                  ttsBegin;         while select forupdate CustInvoiceJour where CustInvoiceJour.payment =='Test'             && CustInvoiceJour.DueDate == CustInvoiceJour.InvoiceDate             //  && CustTrans.Invoice=='INV-0000001623'         {             CustInvoiceJour.DueDate = PaymTerm::find(CustInvoiceJour.payment).due(CustInvoiceJour.InvoiceDate);             CustInvoiceJour.update();         }         ttsCommit;     } } ////      for aging report class UpdateDuedateCusttrans_OpenClass {       public static void main(Args _args)     {         CustTransOpen       CustTransOpen;         CustTrans       CustTrans;         ttsBegin;         while select forupdate CustTransOpen join CustTrans where CustTrans.RecId == CustTransOpen.RefRecId &&             CustTrans.AccountNum == CustTransOpen.AccountNum && CustTrans.PAYMTERMID ==CustParameters::find().CustPaymTermId             && CustTransOpen.DueDate == CustTransOpen.TransDate  && CustTrans.Invoice !=''           //  && CustTrans.Invoice=='INV-0000001623'         {             CustTransOpen.DueDate = PaymTerm::find(CustTrans.PAYMTERMID).due(CustTransOpen.TransDate);             CustTransOpen.update();         }         ttsCommit;         info('Due date has been Updated');            } }  ( 20 min )

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    Logs en Dynamics 365: ¡nunca más!
    Vamos a hablar de los logs en Dynamics 365 Finance and Operations. Y no me refiero a los logs de la base de datos que hemos tenido desde los viejos tiempos de Axapta. Me refiero a los logs a secas, una tabla y un formulario para ver cómo/por qué cambian los datos, o el registro… Continue Reading Logs en Dynamics 365: ¡nunca más! ariste.info Logs en Dynamics 365: ¡nunca más!  ( 12 min )
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    D365FO copy inventory dimensions
    private InventDim copyInventDim(InventDim _inventDim) {     InventDim inventDimLocal;              inventDimLocal.InventDimFieldsMap::initAllDimensionsFrom(_inventDim);     inventDimLocal = InventDim::findOrCreate(inventDimLocal);     return inventDimLocal; }  ( 1 min )
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    Union query for Project transactions
    Union query may be a very efficient and useful option when you need to fetch similar data fields from different tables. A good example of this may be the case when you to gather information about project related transactions as they can be of different types, like, expenses, fees, items, etc.  Say, we need to render some report collecting all these different types of transaction that can be posted against a given project and group them by a given financial dimension value in Project group. Let's see how Union query can help us. In order to better understand the goal, you can take a look to the standard form ProjInvoiceJournal which perfectly explains how all these table relate to each other.  Most of them contain the same set of fields, and we simply need to get some of them into one view to populate by the report data provider. So, at the first step, let's create all necessary queries for the source Project transaction related tables. Pick up the first and create a simple query as depicted.  Then create a view based on this query.  Then pick up the next and do the same. Complete these two steps for all necessary transaction types. Now you can create a Union query and add all your views together as they have the same set of fields. If you need to distinguish them later who is who, say, in computed column methods, you can use  unionAllBranchId field, but this is out of the current focus. Finally you can elaborate it by adding a new view based on the latter with a simple SUM aggregation for Amount field. Basically, you achieve your goal with no coding. I am not going into details about the whole project, which you can get by this URL https://github.com/wojzeh/tmxProjectSalesPerSegment. Ping me, if you have any questions. Related topics:  Computed column for union values from multiple outer joined data sources in view  ( 8 min )

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    MSDW Podcast: The Microsoft Dynamics channel's uncertain economic outlook
    Microsoft partner executives who have been focused on their immediate challenges in recent years would be well served to use the start of Microsoft's FY23 to turn their attention to longer term strategies for maintaining profitability in an economic... Read the full text.  ( 11 min )
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    D365FO search in lookup by multiple fields
    If you want to make a lookup control on your own dialog or form with functionality for searching by more than one field in lookup, you can do it. PurchTable form and lookup for the ItemId field which allow searching in the lookup by ItemId field and SearchName field depending on your entered value. By Search name: To get the same result for your own needs, we need to override the lookup and resolveAmbiguousReference methods ... public Object dialog() {     DialogRunbase dialog = super();          dlgItemId = dialog.addField(extendedTypeStr(ItemId));     dlgItemId.registerOverrideMethod(methodStr(FormStringControl, lookup), methodStr(MyRunBaseClass, itemIdLookup), this);     dlgItemId.registerOverrideMethod(methodStr(FormStringControl, resolveAmbiguousReference), methodStr(MyRu…  ( 2 min )
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    Using Azure Application Insights to monitor license usage in D365 Finance and Operations
    The licensing related reports in D365FO can provide license assignment information but they don't really tell us if the user that is assigned a particular license type is using it. For example, yo...(read more)  ( 13 min )

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    Channel Outlook: A Perfect Storm for Microsoft Dynamics VARs?
    This article was co-authored by George Brown, co-founder of Partner Economics. At this year’s Directions North America conference in Orlando, we presented the results of our latest partner benchmarking study, along with our forecast for... Read the full text.  ( 11 min )
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    How to use vendor disbursement journal workflow for vendor creation
    Hi D365Fo Community,Welcome to my new blog, This is a common requirement to have workflow for Vendor Creation process but standard does not support this. so lets learn how can we utilize vendor disbursement journal workflow for vendor creation by doi...(read more)  ( 13 min )
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    Call2Recycle manages industrywide e-bike battery recycling program with Power Pages
    As a non-profit operating for over 25 years, Call2Recycle helps consumers and over 200 battery and battery-powered product companies keep batteries out of landfills. They partnered with EFOQUS to digitize their sales, finance and operations processes using Dynamics 365 Business Central and Dynamics 365 Sales. This blog post describes how they used Power Pages to extend their existing system with an external facing portal that facilitates enrollment and training of e-bike retailers.  ( 9 min )

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    Upcoming deprecations in Power Apps portals
    We are securing and simplifying the platform by deprecating list of features  ( 6 min )
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    Edit embedded reports in Dynamics 365 F&O
    The Power BI reports are embedded in Dynamics 365 F&O in a workspace under Analytics tab. In some cases, the standard reports include data that isn’t relevant to all customers. More often, customers might want to access data points or calculations that are left out of the standard reports. Power users can use web-friendly design... Continue Reading →  ( 11 min )

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    Creating Extensions from related AOT object – D365FO
    From PU50, it is now easy to create extension from related AOT object. Earlier, the approach was to create a class and then fill out details if it for table or class or data entity. Below pic shows creating form … Continue reading →  ( 11 min )
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    Power platform Developer tools May Refresh
    The new may refresh for Power Platform Command line tools  ( 6 min )
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    Working with the Inventory Visibility Service for Dynamics 365 Supply Chain Management (part 2)
    In my previous post in this series, I looked at how we could use Power Automate to call the Inventory Visibility service. In this part, I create a Power Apps app to show the result of the query. I...(read more)  ( 12 min )
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    Working with the Inventory Visibility Service for Dynamics 365 Supply Chain Management (part 2)
    The Inventory Visibility service allows external applications to interact with inventory in Dynamics 365 Supply Chain Management in real-time. This two-part article explorer how this is done.  ( 11 min )

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    Date format issue in ‘Execute a SQL Query (V2)’ logic apps – D365FO integration
    I had already explained about using sql query execution in my earlier blog posts. Recently I had another issue when using date column in the select list . For instance, in the below screenshot one of the field in the … Continue reading →  ( 11 min )

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    How to add sender email address for Payment remittance (Advice) in D365FO
    Hi All, Thank you for visiting this blog. This blog is all about how to set from email address for Print Management functionality. As we all know there is no option in standard to configure sender email address for Payment advice report or ...(read more)  ( 12 min )
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    Working with the Inventory Visibility Service for Dynamics 365 Supply Chain Management (part 1)
    As you probably know, Dynamics 365 Supply Chain Management (D365SCM) now comes with a hyperscale microservice that allows external systems to interact in real-time with inventory in D365SCM. The serv...(read more)  ( 13 min )
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    Working with the Inventory Visibility Service for Dynamics 365 Supply Chain Management (part 1)
    The Inventory Visibility service allows external applications to interact with inventory in Dynamics 365 Supply Chain Management in real-time. This two-part article explorer how this is done.  ( 13 min )

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    Announcing general availability of Power Apps for Windows
    This week we are happy to announce the general availability (GA) of our new Power Apps application for Windows. This builds on the public preview announced April 2022 in Announcing Public Preview of a new Power Apps application on Windows.  ( 5 min )
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    Dynamics 365 and the illusions of competence
    The Dynamics 365 community is flooding over with excellent articles, video’s, blogposts and learning services, and I enjoy learning new stuff. When I consume the shared content, I feel that I really understand the concept and that it increases my competency. My “knowledge ego” bolster and I feel have a deep understanding on new subjects … Continue reading Dynamics 365 and the illusions of competence  ( 11 min )

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    An Update to ‘Creating a Read Only Role for D365FO – User Interface’
    I had a comment on one of my blog posts that Microsoft had updated the functionality that existed to help create a read only role from the D365FO user interface so I wanted to show how much easier it is to perform this process now. In my previous post, I showed how you had to […] The post An Update to ‘Creating a Read Only Role for D365FO – User Interface’ appeared first on Alex Meyer.  ( 14 min )
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    Unable to start trace, the required event providers were not found. Contact your system administrator
    The error pops when you start the trace: Unable to start trace, the required event providers were not found. Contact your system administrator. Image "> trace-error Cause: Some how you dont have Dynamics in event viewer Image "> no-dynamics Resolution: execute the script below under C:\Temp in powershell 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 $AOSSetupETWManifestDir = "K:\AosService\WebRoot\Monitoring" foreach ($manifestFile in Get-ChildItem -Path $AOSSetupETWManifestDir\*.man | select-object -Property BaseName,Name) { $dllFile="" if ((Test-Path "$AOSSetupETWManifestDir\$($manifestFile.BaseName).Instrumentation.dll")) { $dllFile = "$AOSSetupETWManifestDir\$($manifestFile.BaseName).Instrumentation.dll" } elseif ((Test-Path "$AOSSetupETWManifestDir\$($manifestFile.BaseName)Resource.dll")) { $dllFile = "$AOSSetupETWManifestDir\$($manifestFile.BaseName)Resource.dll" } elseif ((Test-Path "$AOSSetupETWManifestDir\$($manifestFile.BaseName).dll")) { $dllFile = "$AOSSetupETWManifestDir\$($manifestFile.BaseName).dll" } else { Write-Host "Warn : Skipping $AOSSetupETWManifestDir\$($manifestFile.Name) as DLL not found" Continue } Write-Host "Installing $AOSSetupETWManifestDir\$($manifestFile.Name) using $dllFile" wevtutil.exe im "$AOSSetupETWManifestDir\$($manifestFile.Name)" /rf:"$dllFile" /mf:"$dllFile" Write-Host "Finished installing $AOSSetupETWManifestDir\$($manifestFile.Name) `n`n" } Then restart the VM by LCS or Azure portal, you will get the Dynamics back in the event viewer and able to start the trace normally. Image "> dynamics-event  ( 1 min )
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    Configure your workspace of choice as startup page – technical
    A few weeks ago, I shared a small solution to be able to configure additional workspaces as the default startup page. I got some feedback already which is now updated in a new version of the solution. In this post, you can read the technical details of how the new startup pages are added and […] The post Configure your workspace of choice as startup page – technical appeared first on Dynamicspedia.  ( 15 min )
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    D365FO: SysMultiTableLookup - dynamic lookups based on multiple tables
    Yes, guys, sometimes they come back!  Fourteen years ago Vania Kashperuk created a class which became classics: SysMultiTableLookup. It made possible to create lookups based on multiple tables. Some people are still looking for it in vain among the standard classes. So I decided to create a new version of it for D365FO. It combines supporting for both lookup and lookupReference methods: performFormLookup and performFormReferenceLookup. Vania added a tutorial form to his class, so did I. There is a form in the project, which shows how unbounded form controls can be looked up with fields and display methods from joined tables as well as the case with aggregation and a CustTable data source to demonstrate a lookup for a reference group. Take note that I did not implement resolving and have…  ( 12 min )

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    Default location of VS Projects ,instead of repos folder : D365FO
    I noticed in all the FO VMs, the project location has been set to ‘repos’ folder. . Though this set up doesn`t pose any errors,it is always a best practice to save the projects in its location where the TFS … Continue reading →  ( 11 min )
    Alphabetical ordering of Labels in D365FO
    We usually append the new labels at the end of the label file. It is difficult to search the label in case if we need to check if the label exists already. From PU50, it is possible to arrange the … Continue reading →  ( 11 min )

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    Introducing Hebrew and Arabic languages for Power Apps portals
    We are excited to announce Hebrew and Arabic language support for Power Apps portals  ( 4 min )
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    What is a Container in Dynamics 365 Finance and Operations?
    In the previous article i explained How to create a dialog in Dynamics 365 Finance and Operations. In this article "we learn what is a Container in Dynamics 365 Finance and Operations with a nice example". As we know in X++, data types are divided into primitive data types and composite data types. Examples for primitive data types are int, str, real …. etc and examples for composite data types Arrays, Containers, Collection Classes. What is a container in X++ ? A container is a “composite data type”, which contains an ordered sequence of values (primitive dataTypes – int, str, real, date, boolean, enum etc.) or other containers or/and some composite data types. A container can be stored in the database as a dataBase coloumn created through AOT especially used to store images/files as a bl…  ( 25 min )
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    MSDW Podcast: Today's data management landscape for Dynamics customers with Michael Simms
    This episode is sponsored by Columbus . The data and reporting needs of Dynamics ERP customers have changed over the years, but the skills and tools have not always kept up. Preparing for the next phase of operational and financial management... Read the full text.  ( 3 min )

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    Dataverse Service Client is now Generally Available
    The Dataverse Service Client SDK is now Generally Available for developers to use  ( 3 min )

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    Announcing general availability of wrap for Power Apps
    Wrap for Power Apps integrates low-code enterprise apps with Power Apps mobile technology to produce secure enterprise mobile apps with rich native mobile experiences and seamless end-to-end branding suitable for customer-facing frontline worker scenarios.  ( 3 min )

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    Mistake #8 – Motivation Of The Team Is Lacking
    Put the team under pressure so that they deliver on time, Is that a good idea?? One of the most important aspects of Dynamics 365 FO projects is the team that builds it. It's easy to neglect them, but we should make sure to take care of them. One way to acknowledge the team's devotion is by implementing a reward and recognition scheme. The project leadership team often lacks understanding and support for the individual team members, which can lead to problems like crises that may arise during a project. One way to motivate a team member is to support and encourage them. Part of leadership is making sure that everyone knows that you're standing alongside them and will be by their side as the project progresses. One other important motivator is getting appreciated for your work by a custome…  ( 18 min )

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    How to write to an event log from inside of a transaction
    // to write your log from inside of another transaction static public void insertExtEventLogInSeparateConnection(RefRecId _lineRecId, str _guid, str _logSource, str _logStr) { ExtEventLog log; UserConnection connection; int ttsLevel = appl.ttsLevel(); //here you can check if you are inside of a transaction str errMsg = strFmt("Cannot add event log '%1:%2:%3'", _guid, _logSource, _logStr); // let's create a separate connection try { connection = new UserConnection(); connection.ttsbegin(); log.setConnection(connection); log.InstructionDocLineRecId = _lineRecId; log.TaskGUID = _guid; log.LogStr = _logStr; log.LogSource = _logSource; log.doInsert(); connection.ttscommit(); } catch { throw error(errMsg); } finally { if(connection) { connection.finalize(); } } }  ( 7 min )
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    Mistake #7 - Risky to start a Dynamics 365 FO project without acquiring the requisite skills
    As the team struggles with these new capabilities of Dynamics 365 FO, they will learn. Does that sound good? Many system integrators need to handle projects with skills that they don't have. It is inevitable that they will face this problem at some point. Before deploying any resources into the project, organizations must invest in training and skills development. A project without refactoring will quickly become inefficient and error-prone. As a result, your team's morale will be lower, design & build phase time will increase, and your implementation success rate will be slowed down. Although the team had a longer learning curve than anticipated, they were able to get up to speed quickly. This is because there was no formal training and few resources with experience. This had the consequ…  ( 19 min )

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    Microsoft Dynamics Partner Roundup: Compensation management; Rebranding; Client services hire
    In this week's Microsoft Dynamics Partner News Roundup: beqom and sa.global partner to offer compensation management to Dynamics 365 customers PowerObjects is now the HCL Microsoft Business Applications Practice Enavate welcomes small... Read the full text.  ( 3 min )
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    Throw exception from Catch block - New feature after PU 31 in D365FO
    Hi All,Lets understand this new feature to throw the exception from catch block .Now we can use throw from catch block. This way throw will work like re-throw and send cached exception to the outer catch block. Lets understand it by sample code....(read more)  ( 11 min )

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    Microsoft partner HSO acquires Canada-based SHEA Solutions
    Global Microsoft partner HSO announced it has acquired Canada-based SHEA Solutions. SHEA specializes in Dynamics 365 solutions for retail and manufacturing including D365 Finance, Supply Chain Management, Commerce, and Project Operations. The company... Read the full text.  ( 3 min )
    How to talk to your AX customers about Microsoft Dynamics 365 Finance & Supply Chain Management business value
    Discussions about migrating to Microsoft Dynamics 365 Finance and Supply Chain Management (formerly known as F&O) can make your Dynamics AX customers feel fearful and resistant to change. Identifying those fears and ways to overcome them can help... Read the full text.  ( 3 min )
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    Issue With FieldObject Method on DictTable Class in D365FO
    I recently ran into an interesting issue with using the FieldObject() method on the DictTable class when programming in X++ for D365FO. Scenario The scenario to replicate the issue is to create a DictTable object and then perform a fieldObject() method call on a field that doesn’t exist. According to Microsoft documentation, this method should […] The post Issue With FieldObject Method on DictTable Class in D365FO appeared first on Alex Meyer.  ( 13 min )
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    can not export chart and reports from power bi.com to excel?
    can not export chart and reports from power bi.com to excel ? after investigation ; there is an option for power bi desk for that reason  under file /options and setting  should disable option for hide the header option because export option available in header option that you hide  ( 20 min )
    Power BI Multiple Companies D365 F&O
    Cross-company behavior By default, OData returns only data that belongs to the user's default company. To see data from outside the user's default company, specify the ?cross-company=true query option. This option will return data from all companies that the user has access to. Example: http://[baseURI\]/data/FleetCustomers?cross-company=true To filter by a particular company that isn't your default company, use the following syntax: http://[baseURI\]/data/FleetCustomers?$filter=dataAreaId eq 'usrt'&cross-company=true https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/data-entities/odata#cross-company-behavior  ( 20 min )
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    How to create a dialog in Dynamics 365 Finance and Operations.
    In Microsoft Dynamics 365 Finance and Operations, a Dialog is a simple form with a standardized layout, which is created by using the Dialog system class. Dialogs are commonly used for small user tasks, such as filling the input values for generating a report, and presenting only the most important fields to the user when creating a new record etc. Since dialogues are used for small tasks, which is not commonly used for making complex forms, It also should not open a secondary window that requires user interaction. All user interaction should be carried out within the dialog. If you are a beginner or new to dynamics 365 Finance & Operations, you can use Microsoft'f Free Virtual Machine. Learn How to Set Up a Free Virtual Machine for Dynamics 365 Development. In Microsoft Dynmaics 365 Finan…  ( 26 min )
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    Using Azure LogicApps and D365FinOps business events for data export scenarios
    Last week i shared an article about Power automate flow integration with Dynamics 365 FinOps to export data by using Data management package REST API, and we have seen the 2 different options that support file-based integration scenarios that can be used as data batch API in D365 FinOps, when each API can be considered … Lire la suite Using Azure LogicApps and D365FinOps business events for data export scenarios →  ( 6 min )

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    Mobile Workspaces are Being Deprecated
    This has been a rumor for a while now, but the announcement has been made that the concept of the Mobile Workspace in Dynamics 365 for Finance and Operations is being deprecated.  Microsoft released this information on June 3, 2022, here: Removed or Deprecated Platform Features Here is a screenshot of the relevant information for those of you who do not want to click the link. Basically, the Mobile Workspace is being deprecated and replaced with Power Apps. End of support for the current product is October 2024. Whew, that's good because as of right now, there are several Mobile Workspaces that are scheduled to be replaced but do not have a valid replacement yet: Available Mobile Workspaces As you can see, only Project time entry has a replacement with the Microsoft Dynamics 365 Pro…  ( 8 min )
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    Difference between Insert and RecordInsertList in D365FO
    Hi All,let's learn how RecordInsertList makes difference in your system performance.As we all know insert() method and RecordInsertList both are used to insert the record into database. but here we will discuss when we should ...(read more)  ( 12 min )
    Get SQL statement of your X++ Query
    Hi All,This blog will help us to get the SQL statement of your X++ query.generateonly - you need to extend your x++ select with generateonly command that will generate the query before it execute.Expected result X++ CodeCreate one...(read more)  ( 11 min )
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    Display Navigation link in D365FO
    With a simple set up, it is easy to display the navigation link or path of the form. This feature will be useful for developers when they discuss with client or functional team . Navigate to System Administration -> Set … Continue reading →  ( 2 min )
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    Mistake #6 – Insufficient knowledge of a customer's specific business processes
    What is the Real Problem with Customer Business Processes That Needs to be Addressed? The real problem with customer business processes that need to be addressed is their lack of transparency. As a result, the customers are not able to understand whats happening with their data. They are kept in the dark about how their data is being used and why its being used for certain purposes. A lot of system integrators find it difficult to understand the customer's business process. This is because customers are often not aware of their own process, or they may not have a written plan. So, how do you approach this situation? It is important to ask questions about the customer's business process. What are their goals? What are their challenges? How do they measure success? A lot of these questions …  ( 22 min )

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    Mistake #5 – The lack of low-level design document
    Why Every System Integrator Needs to Focus on Their Low-Level Design Strategy? The low-level design document is the first step in the design process. A low-level design document contains a description of the problem and a list of requirements that need to be fulfilled by the design. This is one of the important documents to ensure that the project's goals are met. Functional consultants & Architects need to be able to communicate their ideas in a way that is easy for developers to understand. Low-level documentation is the key to successful collaboration between designers and developers. Low-level documentation includes things like wireframes, sketches, mock-ups, and prototypes. This type of documentation is essential for functional consultants & Architects because it helps them communica…  ( 19 min )
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    How To Develop A D365 Number Sequence
    In the last article, “How to Use a D365 Numbers Sequence“, you learned that a number sequence is a system generated unique value. Additionally, you learned how to set up and use them. In this article, learn how you can develop a D365 number sequence to your own field using X++. And how to add... Continue Reading → The post How To Develop A D365 Number Sequence appeared first on Dynamics 365 Musings.  ( 7 min )
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    Announcing general availability of our new Dataverse experiences on Power Apps
    When building apps, data is the core of your experience – and Dataverse is a natural solution for Power Apps. Dataverse gives us a huge breadth of features to work with so we’ve been investing in familiar and intuitive experiences for our users so that they can get the best out of Dataverse.  ( 5 min )

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    Vendor payment journal should inherit dimension from vendor master data while offset is expected to have dimension drill down from bank or any other offset account type
    PROBLEM DESCRIPTION ========================== Financial dimension on bank journal for offset account is expected to be inherited from offset account master data. But vendor dimensions shows on offset account.   SUMMARY of TROUBLESHOOTING ========================== As per design, dimension from account will be copied on offset account. Then if any blank dimension, dimension for offset account will then be retrieved Dimension from account type If any empty dimension, dimension from offset account type Fixed dimension (on ledger account) will be applied when journal is posted. https://docs.microsoft.com/en-us/dynamics365/finance/general-ledger/dimension-default-values  ( 21 min )
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    Create multi selection lookup in D365FO for SSRS report.
    Hi All,Lets learn about multi selection lookup in SSRS report and basic of SSRS report.Requirement : Add voucher lookup from VendTrans on SSRS report dialog.Step 1 : Create new project area.Select custom model and mark Synchronize DB o...(read more)  ( 12 min )

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    Mistake #4 – The Dangers of a Bad Project Manager
    There's no perfect candidate. What is the downside of selecting a bad project manager? Project managers are responsible for making sure that their projects are delivered on time, within budget and with the quality expected. They also need to make sure that the project is successful in achieving its objectives. One of the skills needed to be a good project manager is learning and understanding the various principles. Doing practice runs will also help improve your project management skills and you will learn over time. The main responsibility of a project manager is to understand the processes and tools that are available, order the projects in a way that will manage workflow, and be constantly aware of what's going on with each project. Therefore, even a skilled technical professional can…  ( 19 min )

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    FastTrack recommendations for success
    I give the Microsoft FastTrack team and team producing the docs all credit for the following blogpost! We very often get information overload, and then there is great to get a more compressed summary of what is important to consider in D365 projects. Here is the text from an email that is sent out to … Continue reading FastTrack recommendations for success  ( 8 min )
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    Mistake #3 – Moving before understanding scope of business requirements
    What Should You Remember If You're Moving with an Incomplete Scope of Business Requirements Documented? Lets talk about how we can satisfy any business requirements that are important to your project success. It is important to have an understanding with your customer that the requirements are not finalized yet, and make sure the customer understands. Otherwise, the failure to properly meet these requirements could lead to problems. So, it's important for the project team to get a sign-off of the requirements. This will help them in future if they want to refer back again. Changes to a signed off scope will need to go through the change management process. Making sure you do this diligently is important. A project's customer needs to be informed about the change management process, even i…  ( 18 min )

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    How to Grant Access to Navigation Modules in D365FO
    A question I recently got asked was ‘Is there an easy way to grant access to different modules in the navigation within D365FO?’ I wanted to show how this can be done and provide some resources to hopefully help out! How is the Navigation Access Decided? Which navigation objects a user sees within D365FO is […] The post How to Grant Access to Navigation Modules in D365FO appeared first on Alex Meyer.  ( 16 min )
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    D365FO DIXF : No update if the record already exists
    DIXF framework updates the existing records based on the Primary key defined in the entity. But there are scenarios where we don`t need to trigger an update . For instance, if I am importing a vendor file with primary address … Continue reading →  ( 3 min )
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    Announcing the general availability of Power Apps modern commanding
    We’re very excited to announce General Availability for modern commanding. Commanding (formerly known as the Ribbon in Model-driven apps) has been re-imagined from the ground up and many new capabilities are available with this GA release.  ( 3 min )

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    Mistake #2 – Lack of Communication With Project Team
    How Communication Mistakes Can Lead To Project Failure? Communication between team members is vital for success. If team members are not communicating with each other, they will not be able to work together efficiently, which can lead to delays and even failure of a project. Communication is a key part of any project. It is the way that the team communicates with each other, their clients and stakeholders. Communication can be verbal, written or visual. All three are important for different reasons but it is vital that all parties have access to the same information in a timely manner. A lack of communication can have many effects on a project including: Confusion Lack of trust Unclear goals Inability to make decisions Enhancing the Workplace Experience with Better Communication Communic…  ( 18 min )
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    Announcing the general availability of canvas components and component libraries
    Canvas components and components libraries empower low-code/no-code citizen developers to build reusable UX components which can be used across screens in an app or across apps in an environment. Canvas libraries along with the apps can be packaged and moved to other environments using standard Dataverse solutions and you can push component updates through solutions.  ( 3 min )
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    MSDW Podcast: Update on the Dynamics community in Ukraine
    While often out of the spotlight, hundreds of Microsoft Dynamics professionals in Ukraine have worked for years with customers and partners around the world. Like the rest of their country, they saw their lives upended by the Russian invasion in February... Read the full text.  ( 3 min )

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    Mistake #1 – The Problem with Poor Estimation and the Solution for Better Planning
    Why Do We Have So Much Trouble With Project Estimation? Project estimation is a difficult task. There are many factors that can contribute to this difficulty, including the type of project, the team size, the level of experience and expertise of the estimators, and more. Lets understand some of these factors and pay attention as well as some guidance on how to estimate projects more accurately. Many people believe that estimating projects is an art form or a skill set that can be developed over time with practice. However, it's also important to realize that estimating projects is not as easy as it seems and there are many factors at play when trying to come up with an accurate estimate for a project. Another reason for the difficulty in estimating ERP projects is the lack of past data on…  ( 20 min )

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    Restore deleted flows
    If you or someone else accidentally deletes a flow that is not part of a solution, you can use PowerShell to restore it within 28 days of deletion. Microsoft announced the capability to restore a flow (outside of a solution) with the latest version of the PowerApps Administration cmdlet. As an admin, you can now... Continue Reading →  ( 11 min )

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    Configure your workspace of choice as startup page – functional
    Just recently, I shared a teaser on LinkedIn about a project I was working on. As a user of Microsoft Dynamics 365 F&O, you are limited to 6 different startup pages to be set up, where there is often a question for adding your own or other workspaces. A few weeks ago, I came across […] The post Configure your workspace of choice as startup page – functional appeared first on Dynamicspedia.  ( 16 min )

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    Data export via Power automate and Data management package API
    Most businesses handle a tremendous amount of data on a daily basis, when one of the main challenging tasks during the ERP life cycle systems, is its capability to offer agile and prebuilt modern data integration patterns for complex business scenarios to communitate easily with other systems, and ensure continiuous data integration and data storage … Lire la suite Data export via Power automate and Data management package API →  ( 5 min )

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    The working folder [source path] is already in use by the workspace [workspace name];[owner] on computer [tfs server]
    When a VM is already configured with tfs using one user id, until the workspace is deleted from Source control, another user will not able to configure it . In order to execute the below command to delete the workspace … Continue reading →  ( 2 min )
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    Dual write error – “Authentication failed with error Exception Message Failed to get token from AAD by certificate”
    I was working on worker dual write map to integrate bookable resources from CE to F&O using dual write. While performing initial sync I got an error “Authentication failed with error Exception Message Failed to get token from AAD by certificate” The detailed error is as shown below. Unable to write data to entity msdyn_partyelectronicaddresses.Authentication […]  ( 10 min )

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    How to create field Id lookup in D365FO
    Hi D365FO Team,I am creating another blog here to know how to create table field Id Lookup.Requirement - Show all VendTable field in lookup.Solution/Steps1) Create temprary table as shown in below screen with 2 fields.Table name - TestFieldsListPrevi...(read more)  ( 12 min )
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    The remote certificate is invalid according to the validation procedure
    We faced the below issues in our dev environments and the team was unable to access the URL. As a workaround, in ‘Microsoft Edge’ we had an option of clicking ‘Advanced’ button which allowed us to redirect to the URL. … Continue reading →  ( 3 min )

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    How to Use Normal Table as Temp Table in Dynamics 365 Finance and Operations
    Microsoft D365 operates with normal databse tables and temporary table based on the requirement in a project, Regular tables are normal standard physical tables in SQL server database. Where as InMemory tables are temporary tables which are held in the memory and written to local disc after reaching a certain limit of the system especially in Application Object Server (AOS). If you are a beginner or new to dynamics 365 Finance & Operations, you can use Microsoft'f Free Virtual Machine. Learn How to Set Up a Free Virtual Machine for Dynamics 365 Development Why we Use Normal Table as Temp Table in Dynamics 365 Finance and Operations ? Basically, Standared Dynamics 365 Finance and Operation projects contains many temporary table and regular tables.Imagine a scenario that you have to creat…  ( 24 min )

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    New: turn images and designs into apps using AI-powered express design
    The growth of low code right now is staggering. Gartner believes that over the next three years 70 percent of new applications inside of companies are going to be developed using low code.  ( 5 min )
    Announcing the preview of Microsoft Power Pages
    We are pleased to announce the  preview of Microsoft Power Pages, the fifth product in the Microsoft Power Platform family.  ( 2 min )
    Announcing rich text editor for Power Apps portals
    We are happy to announce the Rich text Editor support in Power Apps portals is now available with portals version 9.4.3.x.  ( 2 min )

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    How To Use A D365 Number Sequence
    A D365 number sequence allows the system to generate a unique value. As well as use a defined format for the type of record being used. This is extremely helpful. There are sometimes, such as with item numbers, where you might have a specific value you use to already identify something. On the other hand,... Continue Reading → The post How To Use A D365 Number Sequence appeared first on Dynamics 365 Musings.  ( 7 min )

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    What is ERP and how does it work?
    ERP stands for "Enterprise Resource Planning". It's a software application that helps perform various business-critical functions on-the-go. From gathering, storing, and analyzing information to managing finance, human resources, manufacturing, supply chain, customer relationship management, etc. it does everything. Enterprise resource planning software employs process re-engineering concepts to implement the best standards and practices in the business. This helps increase revenue, improves employee efficiency, and controls costs. If you are a beginner or new to dynamics 365 Finance & Operations, you can use Microsoft'f Free Virtual Machine. Learn How to Set Up a Free Virtual Machine for Dynamics 365 Development ERP was coined in 1990 which managing the core of business including functi…  ( 27 min )

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    Create offset ledger dimension using mainaccount id and defaultdimension in D365FO
    Hi All,In this blog we will learn how to create ledger dimension using main account and default dimension RecId.  X++ Codepublic static RecId getLedgerDimensionFromDefaultDimension(MainAccountNum _mainAccountId,     RecId _de...(read more)  ( 11 min )
    How to get Default dimensions from ledger dimensions in D365FO
    Hi All,This blog will explain you how to get default dimension from ledger dimension by using standard methods. by using LedgerDimensionFacade class we can easily get it.X++ CodeDimensionDefault defaultDimension = LedgerDimensionFacade::getDefa...(read more)  ( 11 min )
    x++ code to get all selected records from form datasource or Grid
    Hi All,In this blog we will learn how to get all selected records from form grid or form datasource in event handler.    X++ code.[FormControlEventHandler(formControlStr(LedgerJournalTransCustPaym, UpdateOffsetDimension), FormControlEv...(read more)  ( 11 min )
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    Power Platform Command Line: New Updates (April Refresh) v1.15.x
    New Details of the April Refresh  ( 3 min )

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    Modify email subject and body of Print Payment Advice email generated by Print Management
    Hi all,In this blog will learn how to modify the standard email subject and body generated through the Print Management.    Requirement - 1) Add vendor code in Subject line.2) Modify email body - add vendor name and Legal entity n...(read more)  ( 12 min )
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    Announcing the general availability of the Power Apps modern app designer
    Power apps is excited to announce the general availability of the modern app designer, which enables a seamless, intuitive way to build robust model-driven apps.  ( 2 min )
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    Event Preview: Supply Chain Showcase for Dynamics 365 Finance & Supply Chain Management
    The marketplace for supply chain-focused ISV solutions in the Microsoft Business Applications space has been growing rapidly in recent years, even as Microsoft has expanded its functional footprint for Dynamics 365 Finance and Supply Chain Management... Read the full text.  ( 3 min )

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    NSF Payments - The What, Why, and How of NSF in D365 Finance
    NSF, or Non-sufficient funds, are payments that have been received that are rejected by the bank as the account tied to the payment does not have sufficient funds to be paid out. These are often referred to as "bounced checks." This blog will detail how to set up and utilize the NSF functionality in Dynamics 365 for Finance to reverse the payment and mark it as NSF. Setup - Bank Account There is some preliminary setup that needs to be done on the bank account for NSF functionality to work. Navigate to Cash and bank management > Bank accounts > Bank accounts. Open the Bank account where you receive customer payments. There, in the Payment management FastTab, you can mark a specific charges group and the name of the payment journal type you want to use for NSF payment reversals. Upd…  ( 8 min )

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    Using Azure Monitor with D365 FO On-premises
    In this post I would like to share field experience and provide you with a quick overview of Azure Monitor and demonstrate how fast and easily you can build a tool that can help you to monitor yo...(read more)  ( 7 min )

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    Human Resources Data Management - Workers Without Employment
    When importing Workers into Dynamics 365 Human Resources (now in D365FO), you populate the Worker data entity with as much information as possible. Then, start the import using Data management and after the import is complete, you check Human resources > Workers > Workers, and there are no records to be found. The import says it was successful, so where did the worker records go? If you look around, you will find them in the Workers without employment filtered view (Human resources > Workers > Workers without employment.)  Great, the records made it into the system, but I don't want to touch each record and add employment dates. How do we use the Data management functionality to add "employment" to these worker records? Employment V2 Data Entity A data entity called Employment V2 allows you to update the Workers' employment through Data management instead of old-fashioned manual entry. The mapping for the Employment V2 Data entity looks like this: The fields within the mapping of the Employment V2 data entity include:  CalendarID DimensionDisplayValue EmploymentEndDate EmploymentStartDate LegalEntityID PersonnelNumber RegulatoryEstablishmentID WorkerType Depending on your setup, the data within the Employment V2 data entity can be as simple as this screenshot.  Once the Employment V2 data entity is imported, the Worker records will become active in the Human resources > Workers > Workers view in the Dynamics 365 Human Resources module.  ( 7 min )
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    MSDW Podcast: What does Microsoft's Cloud Partner Program mean for Dynamics partners?
    Microsoft revealed its plans to revamp its partner model recently, replacing the Partner Network with the Cloud Partner Program . In the Dynamics 365 and Power Platform space, veteran partners have already started to take measure of the impact of... Read the full text.  ( 3 min )

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    D365FO oData PATCH URL limitation
    There is ItemCoverageSettingsV2 data entity with a lot of key fields. And therefore when you try to update it with PATCH request it will fail: PATCH https://environment.dynamics.com/data/ItemCoverageSettingsV2(dataAreaId='vk', ItemNumber='BRO0001', CoverageWarehouseLocationId='', CoverageItemBatchNumber='', CoverageProductColorId='0SZ', CoverageProductSizeId='000', CoverageProductStyleId='', CoverageProductVersionId='', CoverageWarehouseId='STORE', CoverageItemSerialNumber='', CoverageSiteId='VK', CoverageInventoryStatusId='', CoverageProductConfigurationId='')?cross-company=true Error: HTTP Error 400. The request URL is invalid. The part after last slash (which begins from ItemCoverageSettingsV2) should not exceed 260 characters. The only way to overcome this issue is to use batc…  ( 1 min )

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    Development sprint scrum planning practices for Microsoft Dynamics 365 Finance and Operations
    Development sprint scrum planning practices for Microsoft Dynamics 365 Finance and Operations Sharing some tips: Define solution backlog FDD: Feature/User Story? DevOps tracking/Queries/Sprint ...(read more)  ( 3 min )
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    Access Migration to Power Apps and Dataverse is released to General Availability
    Beginning today, Microsoft Access users can migrate their data into Power Apps and Dataverse.  Customers who have the current or monthly channel for Microsoft 365 and Office can update their Microsoft Access to make use of the Dataverse Connector and migration tool. The Access migration tool and connector provided within MS Access streamlines the process of migrating tables, relationships, and data with setup taking just a few minutes, and migration handled for you.  ( 4 min )

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    Updating ownership for Power Apps apps
    How to update the ownership of a Power App (Model-driven and Canvas apps).  ( 4 min )
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    Podcast Transcript: Joe Corigliano on Microsoft ISV strategy and building community
    The following transcript is taken from our recent  podcast episode with ISV strategist and Microsoft veteran  Joe Corigiliano on the complex and strategic relationship between Microsoft and its ISV partners. … JASON GUMPERT  00:01 Welcome... Read the full text.  ( 3 min )

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    Create A D365 Development Environment
    In order to develop in Microsoft Dynamics 365 for Finance and Operations, you need a development environment. In this article, you will learn how to create a D365 development environment. Once this environment is setup, you can use it to perform testing of the system. As well as develop new functionality using Visual Studio. You... Continue Reading → The post Create A D365 Development Environment appeared first on Dynamics 365 Musings.  ( 6 min )
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    How to move AX2012 attachment files to SharePoint while upgrading database to D365FO
    Problem When it comes to upgrading attachments from AX2012 to D365FO, only URLs, notes, and files saved in the former's database may be transferred to the Azure Blob Storage (on-cloud).  Therefore, all files from attachments in AX2012 should be moved to the database first in order to be successfully migrated to D365FO. What if there are millions of them? Technically speaking it might be a good option to save them on SharePoint (on-cloud); however, unfortunately, such attachments links will be deleted, too. You can find more detail on Document management in D365FO in https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/fin-ops/organization-administration/configure-document-management Technical details During the Ax2012-D365FO database upgrade process, among other standard classes ('scr…  ( 11 min )

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    Credit Management Blocking Rules Sequencing
    Something happened while I wasn't looking and now we have a clearer sequencing of Credit management Blocking rules. This has been a much-needed change, and I am happy to report on it! Sequencing of Blocking Rules In the past, Blocking rules in Credit management have all run, regardless of what happened on another Blocking rule.  This could cause frustration if a company wanted to stop processing once specific criteria had been met.  As of version 10.0.21, you may have noticed some new options within the Blocking rules form.  When setting up Blocking rules, there is a new column within all Blocking rules labeled "Release sales order." This can only be enabled on an Exclusion rule type. What this "Release sales order" toggle does, is it allows for an Exclusion rule to bypass all other Blocking rules and process the Sales order if it meets the Exclusion criteria.  Typically, Blocking rules get processed before Exclusion rules, and an Exclusion rule on the same level as the Blocking rule will not exclude that Blocking rule. This is the exception to that rule.  New Sequence of Blocking Rules Exclusion rule with Release Sales order checked Blocking rules (Run in Table, Group, then All sequence) Exclusion rules (Run in Table, Group, then All sequence) Having rules in place surrounding how Blocking rules are run is a massive improvement. Here is the link to the documentation within Microsoft Docs: Credit holds for sales orders - Finance | Dynamics 365 | Microsoft Docs  ( 7 min )

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    XppInteg - Import purchase orders from XML files into D365FO
    The blog post describes a sample approach how to implement XML based integration by importing purchase orders from Azure File Share in D365FO using X++  ( 7 min )

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    Thank you to the Microsoft Power Platform community
    Microsoft Power Apps and Microsoft Power Platform have come a long way since we announced four years ago, and we’re excited to share some significant milestones that we have recently achieved.  ( 5 min )
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    Segregation of Duties in D365FO
    I’ve referred to the Segregation of Duties (SOD) feature in Dynamics 365 for Finance & Operations before but haven’t really gotten into the specifics of the feature itself, what it allows you to do and the shortcomings/gaps. What is Segregation of Duties? The idea of Segregation of Duties (aka Separation of Duties) is that a […] The post Segregation of Duties in D365FO appeared first on Alex Meyer.  ( 17 min )

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    Announcing New Data Sources for the Virtual Connection Provider
    I am happy to announce that we are adding Excel and SharePoint to the Virtual Connection Providers for Virtual Tables. You may have used the SQL virtual connection provider during its public preview and now we are happy to respond to you requests for more data sources by enabling this functionality for two of the largest external data sources for Power Apps.  ( 3 min )
    6 people who changed careers with low-code from Power Apps
    The tech sector is booming with jobs and opportunities. But for some people, the question is: how do I get in? Few people have degrees in computer science, IT, or engineering—so, coding jobs seem out of reach. However, with low-code app tools, some grit and curiosity, anyone can now realize a career in tech. This is one of the most exciting elements of Microsoft Power Platform.  ( 14 min )

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    Microsoft Dynamics Partner Roundup: ERP go-lives; AEC win; Reporting integration
    In this week's Microsoft Dynamics Partner News Roundup: Microsoft Dynamics partner announces go-live of Dynamics 365 Finance and Supply Chain ERP at Herma Group MATCH Hospitality selects InTWO for Dynamics 365 ERP roll-out in Qatar SmithGroup... Read the full text.  ( 3 min )

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    Show or hide tax breakup in e-commerce when prices include sales tax feature
    There are links to the documentation: What's new or changed in Dynamics 365 Commerce 10.0.27 (July 2022) - Commerce | Dynamics 365 | Microsoft Docs https://docs.microsoft.com/en-us/dynamics365-release-plan/2022wave1/commerce/dynamics365-commerce/show-or-hide-tax-breakdown-e-commerce-when-prices-include-sales-tax Hide tax breakup information in order summaries - Commerce | Dynamics 365 | Microsoft Docs This feature aimed to address some of the taxes related pain areas in Ecommerce channel, especially when price includes taxes is turned ON. Online shoppers, on D365 Commerce E-Commerce sites, should be able to see order summary with sub-totals, charges, taxes, and total amount due accurately on check-out, order summary, and order history-details pages when "Price includes tax" scenario is tu…  ( 13 min )
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    Meet the developers combining Power Platform and Azure to go faster
    Software developers around the world are embracing low-code as a powerful part of their toolkit — they look at Power Platform as the next layer of abstraction that reduces repeated work, adds to their skill set, and lets them focus their coding energy on the problems that matter most. The increased level of productivity is also changing the way these developers work with their users — as fusion teams creating a much more active and rewarding environment for building impactful solutions faster than ever before. Let’s meet a few of these developers and look at examples of solutions built using Power Platform along with Azure services.  ( 13 min )

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    Announcing General Availability (GA) for In-app notifications in Model-driven apps
    We are happy to announce that the in-app notifications feature has reached General Availability (GA).  ( 2 min )
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    MSDW Podcast: News Roundup, April 2022
    We wrap up a busy April with a news roundup edition of the podcast. We begin with a dive into some performance details from Microsoft's Q3 2022 earnings, including a miss on Dynamics revenue, strength in Power Platform, and stabile and healthy Azure... Read the full text.  ( 3 min )

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    Improving Healthcare Management with ERP Integrated eCommerce Solution
    Enterprise resource planning (ERP) software solutions serve a wide range of organizations in the healthcare management industry. Hospitals, clinics, physician’s offices, medical staffing companies, and more are among the major healthcare institutions... Read the full text.  ( 3 min )

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    Power Apps supports the new SharePoint list image column type
    Blog post on Power App support for the new SharePoint image column type  ( 3 min )

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    How To Write A D365 Find Method
    One of the most common tasks when writing code in Microsoft Dynamics 365 for Finance and Operations, is to retrieve a record from the database. Once you have the record, you can read, update, or delete it. In this article I will show you how to write a D365 find method. A ‘Find’ method makes... Continue Reading → The post How To Write A D365 Find Method appeared first on Dynamics 365 Musings.  ( 7 min )
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    Power Fx: String interpolation, Index function, and RandBetween function
    Power Fx has added three great new features. String interpolation enables expressions to be embedded within strings, making it easier to combine parts of a string into a whole. The Index function does away with Last of FirstN patterns. The RandBetween function makes it easier to work with integer random numbers.  ( 4 min )

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    Document Attachment as Notes in D365FO
    I`ve already posted on exporting and importing attachments in D365 FO. There are various types of attachment available in FO . For instance, as File, image, Notes, URL etc. If you are importing the attachment as Notes, it can be … Continue reading →  ( 3 min )

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    Modern Data Warehouse (MDW) -Copy data from D365 Finance and SC using Azure Data Factory
    Azure Data Factory is a cloud-based data integration service that allows you to create data-driven workflows in the cloud for orchestrating and automating data movement and transformation. Using Azur...(read more)  ( 5 min )
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    Insertar Power Apps en Dynamics 365 Finance and Operations
    Gracias a la Power Platform, se han multiplicado las opciones que tenemos para extender Dynamics 365 Finance and Operations sin necesidad de escribir código. En artículos anteriores vimos como podíamos aprovechar los flujos de Power Automate para ello, y en esta ocasión, nos vamos a centrar en las distintas formas que tenemos para insertar aplicaciones… Read  ( 8 min )
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    D365 Store Commerce performance test
    Hi friends. A few weeks ago, Microsoft announced that the D365 Store Commerce App is now GA. The MPOS will enter “end-of-support” in release 10.0.33(Spring 2023) according to the following whitepaper. There are still features missing in Store Commerce, like dual display etc, but this will be added in later releases (10.0.28+). One of the … Continue reading D365 Store Commerce performance test  ( 4 min )

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    Improve D365 Commerce performance with channel-side calculation on POS inventory lookup
    Real-time Service (RTS) is an integrated service that provides real-time communication between Headquarters and channels. Real-time Service (RTS) enables individual POS computers and online stores to ...(read more)  ( 4 min )
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    How To Update Data In D365
    After users enter in data in Microsoft Dynamics 365 for Finance and Operations you often need to process the data. In this article you will learn how to update data in D365 using x++. There are several different ways to update data. And there are several important things you need to know in order to... Continue Reading → The post How To Update Data In D365 appeared first on Dynamics 365 Musings.  ( 8 min )
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    Introducing the new Power Automate pane in Power Apps!
    The new Power Automate Pane offers improved integration between Power Automate and Power Apps canvas apps. Create, edit, and refresh flows directly inline with the canvas app authoring experience.  ( 2 min )

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    Does your organization have the right business technology to thrive in the subscription economy? See how Dynamics 365 Finance can help.
    In the mobile first cloud first era, B2B and B2C businesses of all sizes are continuously introducing innovative subscription based products and service offerings and are finding new ways to generate recurring revenue to stay relevant in the business. The end goal is get customers subscribed to their services, keep innovating at scale to retain … Continue reading Does your organization have the right business technology to thrive in the subscription economy? See how Dynamics 365 Finance can help.  ( 19 min )

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    No-code: View only active trade agreements in Dynamics 365 Finance and Operations
    From the community, there are a lot of questions about being able to achieve various scenarios in Dynamics 365 Finance and Operations, without coding. Any of those questions are a fair ask. Having no-code/low code solutions like Microsoft Power Apps in mind, you would like to prevent customizations if there is no need for them. […] The post No-code: View only active trade agreements in Dynamics 365 Finance and Operations appeared first on Dynamicspedia.  ( 16 min )

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    The Evolution of Point-Of-Sale with Store Commerce App for Windows
    The Store Commerce app for windows is a technology upgrade to the existing Modern point of sale (MPOS). The new Store Commerce app includes the following benefits:   Better performance Easier u...(read more)  ( 4 min )
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    Announcing the AAD User Virtual Table Find and add any AAD user to your records.
    I am happy to announce a new Out of the Box virtual table for Dataverse, AAD User. AAD User makes it easy to retrieve any user that is in your organization’s Azure Active Directory as well as user details like job title, email, phone number and more.  ( 3 min )

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    D365: My take on the new Microsoft focus
    On the 6. April 2022 Microsoft had a launch event for Dynamics 365, where Charles Lamanna (Corporate Vice President, Business Applications & Platform) was the key speaker, and presented the latest wave of Dynamics 365. The main innovation theme was organized around 3 concepts; Data, AI and Collaboration. The main keynote states that Data is … Continue reading D365: My take on the new Microsoft focus  ( 6 min )

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    MSDW Podcast: Binary Stream's Khaled Nassra on the rise of services-oriented business models
    This episode is sponsored by Binary Stream Software .  The thinking around service-based business models has moved far beyond traditional scenarios. Today, forward-thinking businesses in a range of industries are deploying service-oriented... Read the full text.  ( 3 min )
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    How To Insert Data In D365
    Of the of the most important things to know how to do in Microsoft Dynamics 365 for Finance and Operations is to work with data. In this article you will learn how to insert data in D365 using x++. There are several different ways to insert data. Therefore, understanding when to use each one is... Continue Reading → The post How To Insert Data In D365 appeared first on Dynamics 365 Musings.  ( 9 min )
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    Announcing Public Preview of wrap for Power Apps
    Introducing wrap – the brand new feature to create mobile apps with Power Apps. Power Apps is now officially a Mobile Application Development Platform (MADP/MXDP).  ( 3 min )

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    Multiple company selection in an SSRS report (LedgerLegalEntityLookup)
    If you need to provide an SSRS report with a multiple company selection, you can opt for a cross-company query. In this case, such an option will be maintained by the system automatically. (You can try this [SrsReportQuery(queryStr(LogisticsEntityLocationUnion))]) But what if you need to do that without the former? In this case you'll need to use LedgerLegalEntityLookup class as follows. Say we deal with some mgcSalesBySegment report, which is meant to return some data for a given selection of legal entities. the whole project, which you can get by this URL https://github.com/wojzeh/tmxProjectSalesPerSegment. Ping me, if you have any questions. I hid some not relevant code; so that you can get the gist. Data contract mgcSalesBySegmentContract: we keep the user selection of companies as …  ( 9 min )

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    AX World Elephants :)
    No content preview  ( 6 min )
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    Expense Reports -Mileage calculation improvements when using mileage rate tiers
    Some customers are reporting issues with the Expense Category Mileage rates. The System is using the standard rate for mileage calculation instead of using the Expense Category Mileage rates based on ...(read more)  ( 4 min )

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    React (virtual) and Fluent UI code components using platform libraries
    Virtual components and platform libraries support for code components  ( 4 min )
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    Part 4 - GitHub
    Can you use Git Hub? yes. GitHub is also an option you could pursue when moving to Git. GitHub has a lot of new features and offerings that Azure DevOps does not have. However, there is basically no documentation from MSFT on how to configure builds and various other automation options in GitHub. I'm sure it's possible but there will be a fair amount of guess work. Getting your pipelines fully converted to YAML will be the first step in making the transition to GitHub. Community (Free) I use GitHub to host all of my community projects which is great for that. I can share the code and anyone can pick it up and use it as they see fit. Private repos are now also an option. However, these still below to a named person so you'd want a service account or centrally managed account to create all p…  ( 4 min )
    Part 3 - Developing with VS 2019
    What's it like developing using Git? Developing in VS with Git is easy but I wanted to call out a few changes. First, you don't need to manually add items to your repo. Your repo will have a .gitingore file that says what can be committed - and what can't. If your .gitIgnore file doesn't specifically ignore it, it will automatically be added. Also, your project folder will need to be in the package directory more than likely (or somewhere under source control in the same repo as your code). If you're using the more than 1 package approach, it can be shared if you like. Additionally, there is no source control explorer. You can compare your changes against the branch you're in but that's it. However, you don't really need source control explorer as a developer. If you're coding, you can do …  ( 5 min )

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    D365 : A messy tips blogpost
    Hi friends. We learn new things every day, and I wanted to share a new messy blogpost where you will find undocumented some tips. Enjoy. Azure Zone Pinning Sometimes I have experienced that Dynamics 365 performs slower than expected. I have in a few scenarios tracked this down the fact that the services are distributed … Continue reading D365 : A messy tips blogpost  ( 5 min )
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    Announcing Public Preview of a new Power Apps application on Windows
    If you want a fast and modern way to get to your apps on Windows devices, this is your week! We’re thrilled to announce the release of Power Apps (Preview) for Windows.  ( 3 min )

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    How to resolve reference with a form control value
    If you need not just to maintain lookup for a refence group but also to validate a manually input value, you need to implement resolveReference method for the field of the form data source. Say, we want to validate a custom financial dimension value. You can check resolveReference* methods in EcoResCategory table as a good example. The most interesting detail for me is the way how the related form control value is found inside of the given reference group. /// /// Resolve reference /// /// /// public Common resolveReference(FormReferenceControl _formReferenceControl) { Common ret; ret = EOGAssignedBankAccountDimension.dimensionResolveReference(_formReferenceControl); return ret; } public Common dimensionResolveReference(FormReferenceControl _formReferenceControl) { DimensionAttribute dimensionAttribute; DimensionAttributeDirCategory dimAttributeDirCategory; DimensionFinancialTag dimensionFinancialTag; EOGFinancialDimensionValueFinancialTagView view; EOGAssignedBankAccountDimension eogAssignedBankAccountDimension; DimensionDisplayValue dimensionDisplayValue; if (!_formReferenceControl || _formReferenceControl.handle() != classNum(FormReferenceGroupControl) ) { throw(error(strFmt("@SYS137393", Error::wrongUseOfFunction(funcName())) )); } dimensionDisplayValue = _formReferenceControl.filterValue(AbsoluteFieldBinding::construct(fieldStr(DimensionFinancialTag, Value), tableStr(DimensionFinancialTag))).value(); dimensionDisplayValue = strLRTrim(dimensionDisplayValue);  ( 7 min )

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    How To Use The D365 Table Browser
    There exist many forms to show the user data in Microsoft Dynamics 365 for Finance and Operations. However, sometimes it is very useful to look at all of the unfiltered data in a specific table. In this article, you will learn the multiple ways to use the D365 table browser. There have been many articles... Continue Reading → The post How To Use The D365 Table Browser appeared first on Dynamics 365 Musings.  ( 7 min )
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    Monitor all your Dataflow refreshes with a Power BI dashboard
    Enhanced Dataflow Refresh History allows you to leverage the managed dataverse tables to view and monitor your dataflow refreshes in your environment.  ( 3 min )
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    Part 2 - Lifecycle of a Branch
    Let's take a look at the lifecyle of a Git Branch. Unlike TFVC, branches in Git are typically short lived when it comes to development. In TFVC you may have a branch for each developer or a branch for development in general, another for test then a release branch. In Git, we will be using branches differently. We'll get a change request as a work item in DevOps, review it, create a branch, assign to a developer to do the work plus commit it, optional build automation may occur, next a pull request, or PR, with a review and then the changes are accepted into the parent branch. We'll walk through this in specific details. In this example, we'll be using a bug but you can replace "bug" with "Feature", "Product Backlog Item", "Change Request", "Customization", "Enhancement", or any other word …  ( 5 min )
    Part 1 - Package Management
    How Shoud I Manage Packages in Git? There are 2 options when looking at Git for managing your X++ code. The main driver for which option you select is if you will only ever have 1 package in your code base or more than 1. This include any ISVs or any other item that will have a code footprint anywhere in F&O. To learn more about packages, please see https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/dev-tools/models.  1 Package as a Branch This option is the simplest. You would have 1 package as a branch. A good example of this is this GitHub project. It's a small package that add a features, it only depends on OOTB F&O packages and models and has no other dependencies not does anything else depend on it. It doesn't get any more simple than this. However, this may not work…  ( 5 min )
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    How to change currency symbol in a given number format
    Say, we need to print a Vendor payment advice in the vendor's language, whic is es (Spanish) in the example below. Once the report parameter AX_RenderingCulture is set to 'es', all related number formatting will be applied to amounts cells.  However, the payment may be made in different currencies; thus its currency symbol $ must be used instead of Euro. Basically, such parameters, like currency symbol etc, can be changed through System.Globalization.CultureInfo class created for the rendering culture. I did not find a way how to achieve it for a particular textbox in SSRS design. So, I formatted the amount directly in X++. I used Global::strFmtByLanguage method as a basis for my method to replace the culture number format currency symbol to a given one. There are a few other interes…  ( 8 min )

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    How to fix common issues and entry mistakes with Budget Control Data Maintenance
    Budget Control Data Maintenance is a few years old now but it isn't something that most folks are familiar with yet. Today I will answer common questions on how this works and what benefits it pro...(read more)  ( 7 min )
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    Using Git with 1 Package
    Submitted by Nathan Clouse on 04/01/22. Using Git with 1 Package When using Git for F&O, there are 2 basic flavors of using it; with 1 package or more than 1 package. This post will cover how to setup Git for use with 1 package. To learn out to create a Git repo in Azure DevOps, please refer to MSFT documentation. To learn how to create a repo on Github, please refer to GitHub documentation. Using Azure DevOps In your dev VM, open Visual Studio then open Team Explorer. Click on Manage Connections then Connect to a project.  Next, select your repo and place it in your PackagesLocalDirectory. K drive on cloud hosted machines and C on VHDs.  Wait for it to clone and, that's it. Refresh your models like usual and you can develop against 1 package using Git in Azure DevOps. This is what the sync'd directory will look like.  Using GitHub In your dev VM, open Visual Studio then open Team Explorer. Click on Manage Connections then click Clone  Log into GitHub then select your repo making sure to change the local path to include your PackagesLocalDirectory path. Click clone and wait. That's it. Your repo folder will look like this: Callout: If using VHD, drive will be the C drive rather than K drive. Conclusion Very straight forward process. However, when using this style of package manage, you will only ever be allowed 1 package. You can add as many models as you like but you'll only ever have 1 package. This includes ISV packages as well including binary or source packages. I recommend this style of management for personal projects or something you'll be sharing on GitHub. I wouldn't recommend this approach for use on an implementation project.   View the discussion thread. Reported:  ( 4 min )
    GIT ALM Field Guide
    Using Git rather than TFVC, a field guide. This collection of works will help you with moving from using TFVC to using Git for your x++ development. This page will have several chapters linked as they are published. However, how do you know which is the best fit for you, your team, your organization or your project? Let's take an inventory. You If you're reading this, I assume you're interested in getting away from TFVC for some reason, you're a technically focused individual, and you understand the differences between using Git and TFVC.  Your Team Your team should also be aware of what it takes to be successful in order to make a switch from TFVC to Git. They may need some additional training in order to get the the most out of Git. Developing and delivering with Git is a different exper…  ( 4 min )
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    Active record count in ValidTimeState tables
    In the previous blog post we have explored how to tell how many records do we have per company account using a T-SQL Query. But AX does have a concept which SQL cannot cope with, and makes it a bit h...(read more)  ( 3 min )
    Find tables without cacheLookup property set
    During the cleanup exercise of our code upgrade to Dynamics 365 Finance and Operations we have noticed that many of our custom tables did not have the cacheLookup configured. It can have a negative p...(read more)  ( 4 min )
    SQL record count by company
    As part of our Data Upgrade from AX 2012 to Dynamics 365 Finance and Operations we had to ensure a way of telling how many records do we have per data area. Data import via entities are company-based...(read more)  ( 4 min )
    Identify tables to migrate
    When we have decided to use a Data migration instead of a Data upgrade to D365FO we had to come up with a way to identify tables to migrate. The AX developer client already has a form under Tools ...(read more)  ( 3 min )

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    Removing SSRS document archives
    Throughout the years we have noticed that out SRSReport Document Type for Document attachments grew over the size of 90GB. This was getting filled by having the Print to document archive checkbox tic...(read more)  ( 7 min )
    Finding objects marked for deletion
    During our code upgrade we have identified that the SysDeletedObjects configuration keys were still turned on. Also many DEL_-prefixed fields were being referred or used in various places. We had to ...(read more)  ( 4 min )
    Modifying D365FO metadata using reflection
    As part of our code upgrade to Dynamics 365 Finance and Operations we have removed some processes, for which the security roles had to be refreshed en mass. For this I have decided to go with modifyi...(read more)  ( 4 min )
    Data histogram equalization
    The Document Attachments were stored in our AX 2012 database, and were occupying several hundred GBs. As part of the migration to D365FO we had to export these files in bulk. The most efficient way i...(read more)  ( 4 min )
    FormDataSource display methods must be static
    During our Dynamics 365 code upgrade the display methods on forms were raising an error. The new rule is that FormDataSource display methods must be static calls. Here is the relevant section from th...(read more)  ( 3 min )
    DictSecurityKey is deprecated
    In the new Microsoft Dynamics 365 Finance and Operations release a lot of things have changed in terms of reflection. One of them that we have used frequently for security access validation is gone, ...(read more)  ( 3 min )
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    MSDW Podcast: The Latest in Output and Document Management
    .... Read More Read the full text.  ( 3 min )
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    Hearing Australia Audiologist adopts Microsoft Power Platform to transform hearing loss prevention program
    Hearing Australia is Australia’s largest provider of government-funded hearing services and have been servicing people with hearing loss in Australia for 75 years. This is an inspiring story that features Jacqui Peck, an Audiologist who taught herself Power Platform while visiting remote communities in the Australian outback. She partnered with the ICT team, as a fusion development team, to transform one of their key programs for hearing assessments. The solution was built using Dataverse, Power Apps, Power Automate and Power BI. Over 100 Community Engagement Officers and Audiologists use it each month and it has become a single source of truth for program data. This has also helped secure continued funding from a government grant.  ( 11 min )
    Introducing Microsoft Power Platform API (preview)
    Power Platform API acts as a gateway or a single API surface that harmonizes the internal APIs from feature areas of the platform.  This results in a single endpoint (ex. api.powerplatform.com) for customers to use along with a unified set of Permissions and claims that can be requested from Azure Active Directory.  ( 3 min )

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    Runtime localization support for Code components on Custom pages and Canvas apps
    Runtime localization support for Code Components on Custom pages and Canvas apps  ( 3 min )
    See what’s new for Power Apps at the Microsoft Business Applications Launch Event
    We’re excited to invite you to the Microsoft Business Applications Launch Event on April 6. Register now for your first look at hundreds of new features, enhancements, and innovations to transform your business into a more agile, customer-centric organization.  ( 4 min )

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    D365 Electronic Reporting: JOIN records in pairs
    D365 Electronic Reporting: JOIN records in pairs ...(read more)  ( 12 min )
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    D365 Electronic Reporting: JOIN records in pairs
    Recently, I came across a really challenging requirement in Electronic Reporting / Configurable Business Documents in Dynamics: in an additional section in the Delivery note, print a flat table where every pair of consecutive records becomes one line: No Not like this But like this No 1 Left lace Left lace – […] The post D365 Electronic Reporting: JOIN records in pairs appeared first on ER-Consult.  ( 7 min )

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    Using Git with More than 1 Package
    Submitted by Nathan Clouse on 03/25/22. Tags:  Git Source Control Want to use Git with more than 1 Package? Let's review. The process to get Git working with F&O can be a little involved and it may not make sense the first time. The issue we're presented with is that Git assumes you are starting with nothing - a directory that doesn't exist. When you fetch source code - clone it - Git wants you to clone it into a directory that doesn't exist yet. Our PackagesLocalDirectory very much so already exists. So, we have to help Git by moving in pieces of the repo into the directory then get everything back in working order. There are a few different ways to do this: The Hard Way, the easier way, and the easiest way.   The Hard Way We'll be using https://github.com/…  ( 6 min )

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    Part 5 - Pull Requests (PRs)
    what is a pull request? how do they work? what do they signify? Create a Pull Request (PR) The code is done but not the work. The developer still has to singal that his work is complete. We'll want to create a Pull Request or PR for short. There are 2 ways to do this. The first is in VS, which will just redirect you to Azure DevOps. The second is Azure DevOps. In VS, it can be found here: In Azure DevOps, go to Repors, select your repo, select your branch then click "create a pull request". Inside the PR, you can add some details for the PR. Additionally, reviewers and actions can be configured inside DevOps. Notice you can select what you are creating a PR into. You can set a reviewer or additional reviewer if you'd like. Also notice that the PR is automagically associated with out bug work item. Let's create the PR. As you can see, it merged successfully on its own and now we, or the approver, can approve and complete. Typically we wouldn't approve our own PRs. We'll see this when we complete. We'll have an option for the merge type, if we want to use something different. Additionally, we have "complete associate work items after merging" checked as well as "delete bug200 after merging". This will resolve the bug setting it's status to done and deleting the branch we created for the work item called "bug200". Next, click "Complete merge". This is what the bug work item looks like after completing the PR: The work item's status is "Done". Also note the links section. We can see that we had a commit and PR. However, the link to branch is now gone because the branch itself is gone. Conclusion Because Git Branches allow us to pull everything up, rather the push specific changesets like in TFVC, we can more easily keep track of what is where. As a for instance, until bug 200's work gets a completed PR, I know it's only in the branch for that work item. Blog Main Tag:  Git  ( 4 min )
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    Using Business events and Recurring Integrations API to extract data form D365 F&O
    Read post(read more)  ( 11 min )

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    General Availability of Power Platform Tools for Visual Studio Code and February Refresh for Power Platform CLI
    Announcement of General Availability for the Power Platform Tools for Visual Studio Code  ( 3 min )

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    Is a privilege the only check for granting access to forms?
    Usually, when you add a menu item to a privilege and set the correct permissions, the user will be able to open the form linked to the menu item. However, it is not a guarantee that you would be able to open the form as there is another prerequisite in the security framework in Dynamics […] The post Is a privilege the only check for granting access to forms? appeared first on Dynamicspedia.  ( 15 min )

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    Microsoft Dynamics Partner Roundup: Education partnership; Construction offering; E-procurement; Promotion
    In this week's Microsoft Dynamics Partner News Roundup: Sparkrock teams up with consulting firm Queue Associates SIS LLC expands its offerings to address heavy civil construction with its Construct 365 suite of products built on Dynamics 365... Read the full text.  ( 3 min )

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    Lookup, JumpRef, Modified for a form data source field through CoC
    As Ievgen Miroshnikov explained in his old article https://community.dynamics.com/365/financeandoperations/b/ievgensaxblog/posts/d365foe-how-to-override-form-data-source-field-lookup-method, it is much better to override methods directly on a data source field than on its linked form controls. I just want to re-iterate it and place here code snippets. User can add new control using form personalization and this control won’t support overridden logic. It could be critical if you are restricting field lookup values or adding validations. One form could have several controls that refers to one data source field so you have to duplicate your code. Number of delegates are limited as well. So, say we need to implement Lookup, JumpRef, and Modified methods for a custom field on CustInvoiceTab…  ( 7 min )
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    Credit Management Release to Warehouse Credit Hold Loop
    Some big changes were made to Credit management in recent versions that need to be addressed. One of which is the following parameter:  Bypass inventory reservations A new parameter has appeared called Bypass inventory reservations, but what does it mean? Release to Warehouse Credit Management Hold There have been some observations made that when using the Release to warehouse Credit management checkpoint, the Sales order gets stuck in an infinite loop of going back on Credit hold after being released. This is occurring even if the order is Released to warehouse within the grace days defined.  The Release to warehouse Credit management checkpoint in Credit and collections parameters Microsoft has quietly released a fix for this in version 10.0.19 that is called Bypass inventory reservations. When this is enabled in the Credit and collections parameters, it will disregard inventory reservations when checking credit management blocking rules. Likewise, it will enable checkpoint grace periods regardless of inventory reservation quantity.  Enable the Bypass inventory reservations parameter to avoid the Release to warehouse credit hold loop! This has been a lifesaver for people who have found themselves stuck in an endless loop of Credit management holds when they try to release their Sales order from Credit hold then try to Release to warehouse!  ( 7 min )

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    Missing accounts when posting Commerce statement
    If you receive an error that Account numbers are missing or do not exist, go through the following to make sure all accounts are setup: Verify all accounts are valid and allowed for posting in the account structure General Ledger>>Ledger setup >>Ledger – Note Account structure. Drill into Account structure and verify accounts are valid and allow posting. Select Edit if anything needs to be changed.  When finished Activate.   Commerce: Retail and commerce >> Channels>> Stores >> All Stores and select your store. Verify the Default customer is valid. Statement/Closing fast tab – verify Rounding account is selected and valid. Setup tab (at the top menu) – Setup>>Payment methods>>Posting tab – On all of the payment methods, verify Account type and if Ledger account, the valid account is sele…  ( 14 min )
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    Application Version 10.0.26 is Available for Public Preview
    Application version 10.0.26 is now available for public preview. If you are interested in learning more about getting access to preview builds through the Public Early Access Program (PEAP) please che...(read more)  ( 8 min )

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    D365 Development Tips And Tricks
    Do you know all of the D365 development tips and tricks when working with Microsoft Dynamics 365 for Finance and Operations? Find out by watching this video. Two time Microsoft Business Applications MVP Nathan Clouse invited me to co-present with him. And I was honored and thrilled to be asked. Watch as we show you... Continue Reading → The post D365 Development Tips And Tricks appeared first on Dynamics 365 Musings.  ( 5 min )

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    MSDW Podcast: Microsoft News Roundup, March 2022
    The MSDynamicsWorld and MSCloudNews editorial team compare notes on recent news coverage and popular expert articles, from Ukraine to executive changes in the Microsoft Business Applications organization to ISV alignment strategies to the conference... Read the full text.  ( 3 min )

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    Microsoft Dynamics partners unite on aid efforts for Ukraine
    Microsoft partners from around the world have connections to Ukraine, and when war broke out, they each rushed to help colleagues and friends. A group of partner organizations focused on Microsoft Dynamics, either based in Ukraine or with offices... Read the full text.  ( 3 min )

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    Power Automate to trigger the post alert in LinkedIn
    Everytime when I add a new post to my blog, I manually update my LinkedIn Account about it. With PowerAutomate, this job is automated with two simple steps, If you have a Office365 account, login and then search for either … Continue reading →  ( 3 min )
    Access D365FO pages from Microsoft Teams
    It is now possible to access the FO pages from Microsoft teams. We can simultaneously chat and get the doubts cleared if any . Select the form which needs to be embedded in the teams. Copy the URL from address … Continue reading →  ( 2 min )
    Limit the navigation in D365FO
    How do we limit the navigation options to the users ? For instance, I am asked to share only the Vendor form to a particular user . If the complete URL is shared, then the user will be able to … Continue reading →  ( 2 min )
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    Application Version 10.0.25 Feature Summary
    Application version 10.0.25 will be generally available as of March 18, 2022. This release is the major release for 2022 release wave 1. For a listing of all KBs included in this release, you can find...(read more)  ( 14 min )
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    What businesses need to know about ethical procurement
    Look no farther than recent headlines to understand the costs businesses incur when they ignore basic ethical guidelines .... Read More Read the full text.  ( 3 min )

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    D365 Finance – Improve the performance on the All sales orders page
    The other day a very large customer was having performance issues when users opened the All sales orders page. After enabling the Sales order details performance enhancement feature, we solved the pro...(read more)  ( 4 min )
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    Announcing the general availability of pay-as-you-go for Power Apps
    Pay-as-you-go for Power Apps is a new way to pay for Power Apps using an Azure subscription. Pay-as-you-go allows you to share a Power Apps app with any user in your organization and then only pay if and when they use that app.  ( 6 min )

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    How to populate custom fields in GeneralJournalAccountEntry from LedgerJournalTrans for Ledger, Customer, Vendor, and Bank account type
    Say, we need to add a new field EOGUniqueId to LedgerJournalTrans and then have it populated in GeneralJournalAccountEntry, once a General journal posted. In other words the field value must be transferred from a general journal line to a related voucher transaction. Generally speaking there are two different ways how GL transactions created in D365FO: via Source document framework and via LedgerVoucherObject. Moreover, one transaction may be a result of summarization of multiple documents. So, this approach works for this particular scenario, when GL transactions come from a general journal. The proposed solution covers Ledger, Customer, Vendor, and Bank types. You can elaborate it for Project, Fixed Asset, etc. Check their appropriate classes. LedgerJournalCheckPost class creates one…  ( 11 min )

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    Microsoft Business Apps channel lead Cecilia Flombaum leaving role
    Microsoft veteran Cecilia Flombaum announced she will be leaving her role as channel ecosystem lead for Microsoft Business Applications. Cecilia Flombaum Flombaum left her future plans vague, explaining in a post... Read the full text.  ( 3 min )

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    Using Business  events and Recurring Integrations API to extract data form D365 F&O
    Recently, I faced one requirement where customer does their invoice matching in external system where they want to have incremental vendor data extracted along with PO data from the F&O to feed it to that system. In this blog post we are going to look at how we can utilize recurring integrations API and business […]  ( 12 min )

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    customer change approval in Microsoft Dynamics 365 Finance and Operations
    customer change approval in Microsoft Dynamics 365 Finance and Operations To setup , enable go to Accounts receivable > Setup > Accounts receivable parameters. On the General tab...(read more)  ( 4 min )
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    Application Version 10.0.24 Feature Summary
    Application version 10.0.24 is now generally available as of Jan 14, 2022. For a listing of all issues fixed in this release, you can find the list here. Below are 10.0.24 features under the new ...(read more)  ( 9 min )

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    Behind the Scenes – What it Takes to Teach GPT-3 How to Build Low-Code Apps
    Last year, we announced the public preview of Power Apps Ideas, which enables Power Apps makers to take advantage of Microsoft AI technologies that make it easy to write Power Fx formulas with no-code. In this article, we’re going to go behind the scenes to share what it took for the Power Apps engineering team to implement Power Apps Ideas and unveil some of the complexity that’s happening under the covers to support this user experience.  ( 10 min )
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    About the vertically scrolling workspaces in Dynamics 365 F&O
    On April 1, 2022, there will be a major release of Dynamics 365 F&O. This is the start of the Dynamics 365: 2022 release wave 1 plan. One of the announced features is a new form pattern for vertically scrolling workspaces. What is the difference between the old and the new form patterns and how […] The post About the vertically scrolling workspaces in Dynamics 365 F&O appeared first on Dynamicspedia.  ( 13 min )
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    Activate financial dimensions without downtime
    Today I want to share a small trick I learned this week from a colleague of mine. I wasn’t aware of this possibility and couldn’t find any documentation on this. So it is more of a reminder post for myself, and maybe I am not the last person to learn about this. When we want […]  ( 2 min )

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    bank statement import for advanced bank reconciliation in Microsoft Dynamics 365 Finance and Operations
    bank statement import for advanced bank reconciliation in Microsoft Dynamics 365 Finance and Operations Sharing steps To get import format, need to setup ER  Electronic Reporting (read more)  ( 3 min )

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    How Contract Manufacturers Can Surpass Expectations in Challenging Times
    The past couple of years have been a rollercoaster for all manufacturers, including contract manufacturers. The industry experienced a downturn at the beginning of the pandemic and then began to grow again as manufacturing increased. But disruptions... Read the full text.  ( 3 min )
    MSDW Podcast: The Dynamics 365 data integration landscape, with DBSync
    This episode is sponsored by DBSync . Data integration challenges remain at the center of today's IT modernization efforts. From common ERP and CRM modernization scenarios to complex hybrid strategies with legacy applications, some of today... Read the full text.  ( 3 min )

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    D365 Outer Join In X++
    In the previous article, I explained how to use D365 joins to combine rows from two ore more tables together. In a continuation of that article, learn how to use D365 outer join, exists join, and NotExists join to retrieve data in some more complex scenarios. Being able to efficiently pull in the exact data... Continue Reading → The post D365 Outer Join In X++ appeared first on Dynamics 365 Musings.  ( 10 min )
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    Model-driven apps offline for Makers (preview)
    Model-driven apps offline for Makers (preview)  ( 3 min )

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    Importing Data from An XML File in Dynamics 365 with Example.
    As we already discussed the topic in the previous post How to Import Records from Excel Using X++ Code in D365FO. In this article, I would like to show  "How to import data from an XML file or Read data from an XML file using x++ code in Microsoft Dynamics 365". If you are a beginner or learner, you don’t have a dynamic 365 developing or functional environment, you can use Microsoft free Virtual Machine. Learn How to Set Up a Free Virtual Machine for Dynamics 365 Development What is XML File? An XML file is an extensible markup language file, and it is used to structure data for storage and transport. In an XML file, there are both tags and text. The tags provide the structure to the data. The text in the file that you wish to store is surrounded by these tags, which adhere to specific syn…  ( 24 min )

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    Announcing Tenant-level hygiene analytics for Power Apps
    The latest updates to the Tenant-level analytics include interactive controls that make it a snap to identify stale and orphaned Power Apps deployed across multiple environments or the entire tenant.  ( 2 min )
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    Dynamics 365 Service Offerings
    Below is a list of services for Dynamics 365 Finance and Operations (AX) that our Customer Engineer team offers for our Premier/Unified Support customers.  Custom deliveries a...(read more)  ( 4 min )

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    Installing the Power Platform extension for VS Code when unable to install directly from the web
    Showing a different way to install the Power Platform extension for VS code when users are unable to install directly off the web  ( 3 min )

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    DynamicsCon Preview: Implementing Microsoft Dynamics 365 F&O with worldwide requirements
    By their nature, Microsoft Dynamics 365 Finance and Supply Chain Management projects deal with complex business challenges. But Sean Sennott , lead solution architect at  Columbus Global  (and an  MSDW contributor ),  faced a new level... Read the full text.  ( 3 min )
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    Power Platform CLI January update
    New updates for PAC CLI in January Refresh  ( 3 min )
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    D365 Joins in X++
    Microsoft Dynamics 365 for Finance and Operations is a relationship database. This means there are many tables that contain data that relates to each other. D365 joins combine rows from two or more tables together, based on related columns. Developers use D365 joins in x++ select statements to read and update the data they are... Continue Reading → The post D365 Joins in X++ appeared first on Dynamics 365 Musings.  ( 9 min )

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    [Tutorial] Look up data in the Warehouse management app using detours
    Idea and Feature introductionAll of you are familiar with the Ideas portal, and in the Supply Chain Management team we do everything we can to include the features requested there into our plans.One feature in particular has been sitting there in the Warehouse management top 5 for quite a whileDrop down to select purchase order (and order line) when receiving via Mobile deviceThe problem  ( 20 min )

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    Default Order Settings: D365 Finance and Operations
    In Dynamics 365 Finance and Operations, default order settings are a core part of the product setup if you are using master planning in any capacity. The default order settings  ( 7 min )

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    Integrating Purchase trade agreements using custom service
    This code project has a code which will guide you, if you want to integrate purchase cost from any other system in to D365 for finance and operations. This service creates trade agreement journal header and lines both. All lines are created by reading values coming from JSON payload. If the trade agreement already exist, […]  ( 10 min )

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    Beta Portal for Dynamics 365 and Power Platform Release Plans
    Microsoft is working on creating a better experience for viewing release plans for Dynamics and Power Platform. In this portal, you can view all new features that are organized by what has recently re...(read more)  ( 4 min )
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    Dynamics AX 2012 naar D365 F&O kookboek
    Dynamics AX 2012 naar D365 F&O kookboek Ik heb al heel wat datamigraties gedaan, maar om eerlijk te zijn houd ik niet van de volledige data- en codemigratie. Dus ja, ik doe de codemigratie, maar de gemigreerde code is vanuit mijn oogpunt slechts een library met mogelijke herbruikbare oplossingen. We refactoreren deze code altijd, maar dat zal een impact hebben op de datamigratie. Dus, hoe kunnen we het op de juiste manier doen? We maken de nieuwe masterdata, en als deze taak is voltooid, moet je migreren naar de volgende topics. De truc is dat je ook de customizations van bovenstaande topics moet toevoegen op de data-entiteiten. Deze truc werkt zelfs voor AX 2009. Dus, hier is een overzicht van alles wat geëxporteerd moet worden. Wat moet je exporteren? Customers Sales tax exempt numbers …  ( 13 min )

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    IT☕ Time Podcast
    One of the things I have recently been working on is a podcast that is by women and geared toward tech topics. The podcast is called IT🍵 Time. It's a collaborative effort with Zoe Abulzahab and Yuanming Chu, both of whom I work with at Alpha Variance Solutions.  We are always looking for interesting speakers and topics, so if you have any ideas, feel free to add a comment to this blog post. Thanks for listening!  ( 6 min )

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    Using Notepad++ for easy formatting
    We often use Notepad++ for easy editing which allows us to open multiples file simultaneously. It also helps a developer to edit the code as it recognizes popular coding languages. As a developer, I found it useful not only for … Continue reading →  ( 3 min )
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    Microsoft Power Platform Stories
    Welcome to a list of customer stories curated by the Power CAT team. These stories showcase the ingenuity of a wide breadth of organizations and users that have adopted low-code and Microsoft Power Platform along with Microsoft 365, Azure, and Dynamics 365. Makers of apps, flows, reports, and chatbots have digitally transformed their business processes, and in some cases transformed organization culture, careers, and lives. We hope these serve as inspiration for you as you embark on your own Power Platform journey.  ( 20 min )
    Announcing General Availability (GA) of Power Apps portals as mobile apps
    We are excited to announce that you can now enable your functional portal as a progressive web app with native app like look and feel right from portal studio in low code-no code fashion in just few steps.  ( 3 min )
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    Product configurator: Attribute inheritance for subcomponents
    I have been involved in several implementations that included product configurator functionality and all I can say it is one of the very powerful but not very well documented features. I have been asked a very simple question today and when I tried to search for an answer all I could find was just a … Continue reading Product configurator: Attribute inheritance for subcomponents →  ( 10 min )
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    Say hello to the Regulatory Configuration Service – RCS
    This time I’ve got a less technical and more functional post about the Regulatory Configuration Service (RCS) for you. I couldn’t find too much information about it out there, besides the MS Docs pages. Lately I had to set it up in some projects, and wanted to share my findings. With the release of the […]  ( 4 min )

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    How To Write A While Select Statement
    Any ERP system needs to process data. An x++ ‘while select statement’ allows developers to loop through specific records with ease. Then take action on those records. The x++ language in Microsoft Dynamics 365 for Finance and Operations combines the best of both SQL like language and object oriented programming. First, developers can efficiently tell... Continue Reading → The post How To Write A While Select Statement appeared first on Dynamics 365 Musings.  ( 9 min )

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    Customer and Vendor Proposed Change Approvals: D365 Finance and Operations
    In most organizations customer and vendor setup is a task handled by the Accounting or the Supply Chain team and in some cases both with each responsible for specific setups.  ( 4 min )

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    Additional parameters in RunBaseBatch class extension
    Old good pack/unpack patterns with SysPackExtension call. Say, we need to augment RunBaseBatch based class . /// /// We are going to use a new additional parameter /// [ExtensionOf(classStr())] public final class My_Extension { private boolean myNewParm; #define.CurrentVersion(1) #localmacro.CurrentList myNewParm #endmacro /// /// myNewParm access /// /// boolean boolean public boolean parmMyNewParm(boolean _parm = myNewParm) { myNewParm= _parm; return myNewParm; } /// /// Extends Pack /// /// container public containe…  ( 7 min )
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    D365FO Business Event with Https Endpoint
    With the latest FO versions, Business event endpoints doesn`t support ‘Power Automate’ and ‘CDS’. One of my projects had the Business event integration with logic apps and we used ‘Power automate’ to create the endpoint. In this post, let me … Continue reading →  ( 4 min )
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    Announcing new Dataverse auditing features
    Dataverse auditing is getting a set of new features that help Administrators to manage their audit data.  ( 3 min )
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    BI and AI Architecture Hero for Dynamics 365 with Azure Synapse
    It was time for me to do a long blog post article about something really important about Dynamics 365 : How to deploy a global end-to-end Architecture for BI and AI/ML very quickly, with of course the Azure Data Platform : aka Data Lake and Synapse Analytics. After several deployments, and of course several best practices and projects, time to share my thought about this and help you deploy a real Modern Data warehouse with all kind of Business Apps data you have ! Let’s jump in !

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    Overload a method for a new button in Form extension
    This can be used as a copy-paste pattern, when you need to change a standard method for new form controls added as a form extensions. At the form initialization step we can overload any form control methods with registerOverrideMethod. [ExtensionOf(formStr())] public final class my_MyNewButton_Extension { public void init() { next init(); // MyNewButton button added in an extension to FormButtonControl myButton = this.design().controlName(formControlStr(, myNewButton)); // Here we can overload its standard clicked() method in run-time myButton.registerOverrideMethod(methodStr(FormButtonControl, clicked), formMethodStr(, myNewButtonClicked), this); } public void myNewButtonClicked(FormButtonControl _sender) { _sender.clicked(); } } Check this article for more complicated scenario https://alexvoy.blogspot.com/2018/09/lookup-and-modified-methods-for.html  ( 7 min )
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    Try out the Power Apps 2022 April Release Wave 1 updates for Model-driven apps!
    The Power Apps April release wave 1 for Model-driven apps is now available for you to take advantage of. In this release wave you can take advantage of cohesive and modern experiences while collaborating with team members in Power Apps.  ( 5 min )
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    Participant token ‘Department’ does not resolve to any user: D365 Finance and Operations
    If you are using the purchase requisition or purchase order approval workflow and routing the workflow to approvers based on the department financial dimension you may come across the error  ( 2 min )

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    Azure API Management y Dynamics 365 F&O
    En el post de hoy, quiero hablar del uso de Azure API Management (APIM) junto con Dynamics 365 Finance and Operations. Azure API Management es una plataforma de gestión híbrida y multi-nube para APIs en todos los entornos. Esto significa que, después de desplegar una cuenta de APIM, puedes crear una API que puede servir… Continue Reading Azure API Management y Dynamics 365 F&O ariste.info Azure API Management y Dynamics 365 F&O  ( 14 min )
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    Ardent Mills uses Microsoft Power Platform to enable a paperless state-of-the-art mill
    Ardent Mills operates in more than 40 locations that specialize in flour, quinoa, pulses, and organic and gluten-free products that drive emerging nutrition and innovation across plant-based ingredients. To stay current with the increase in operations and production across their plants in several different countries, their processes need to be efficient and supported by the technological capabilities available today. Deborah Romero-Reinig, explored Power Apps and Microsoft Power Platform to improve their processes and establish reporting capabilities across their plants. Several apps are now live and the team is now working towards a digital foundation for their upcoming paperless state of the art mill.  ( 10 min )
    Announcing General Availability (GA) of Power Apps portals support for Query data using portals Web API
    We are excited to announce the General Availability (GA) of Power Apps portals support for Query data using portals Web API that was introduced in November 2021 release as a preview feature.  ( 3 min )
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    Posting ERROR Ledger account is missing in posted invoice. (AX 2012 R3 CU9)
    Issue: Ledger account is missing in posted invoice. (AX 2012 R3 CU9) Error (Message: The state of source document or source document…) while performing budget check in pending vendor invoice.(Screenshot1) Resolving the error by resetting accounting distribution(screen shot 2) Budget check performed and invoice is ready to post. (before posting ledger accounts are showing in subledger journal), but after posting GST and TDS accounts are missing in the voucher transaction. comment for your suggestion .  ( 3 min )
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    Process a Transfer Order: D365 Finance and Operations
    Transfer orders between warehouses is a common practice for businesses with multi-site and multi-warehouse operations for replenishing and sharing inventory. Transfer orders work by issuing product from a physical warehouse  ( 8 min )
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    How to validate filename with regular expressions
    I took the idea from this forum https://stackoverflow.com/questions/62771/how-do-i-check-if-a-given-string-is-a-legal-valid-file-name-under-windows We can use regular expressions to check if a given file name is valid. /// /// Validates a filename for incorrect characters /// /// /// public boolean checkFileName(Filename _fileName) { var bad = System.IO.Path::GetInvalidFileNameChars(); var esc = System.Text.RegularExpressions.Regex::Escape(new System.String(bad)); var exp = new System.Text.RegularExpressions.Regex("[" + esc + "]"); if (exp.IsMatch(_fileName)) { return checkFailed(strFmt("@SYS339524")); // The specified filename is invalid. } return true; }  ( 7 min )

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    Using Derived Test Cases in RSAT
    To provide the best possible test coverage and to test breaking scenarios, we need to test the same process with multiple variations on data – also data that will deliberately break the test ca...(read more)  ( 12 min )
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    Using Derived Test Cases in RSAT
    The derived test case in RSAT is a highly effective way to increase test coverage and avoid unitentional behaviour.  ( 12 min )
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    Announcing General Availability (GA) of code components for portals
    We are excited to announce the General Availability (GA) of Code component on Portals that was introduced in April 2021 release as a preview feature.  ( 2 min )
    Modern advanced find with enhanced view management in model-driven apps
    We are announcing the availability of a modern advanced find in model-driven apps, including usability improvements to view management, all of which enable you to be more productive with data exploration. Now available for admins to enable with 2022 Release wave 1.  ( 3 min )

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    How To Create A D365 Project In Visual Studio
    Whenever a developer needs to add code in Microsoft Dynamics 365 for Finance and Operations, the first step is to create a project. In this article I wanted to explain the steps of how to create a D365 Project in Visual Studio. And some of the key pieces to be aware of. In the future... Continue Reading → The post How To Create A D365 Project In Visual Studio appeared first on Dynamics 365 Musings.  ( 6 min )

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    How to Create Number Sequence in Microsoft Dynamics 365 for Finance and Operations
    In this article we can discuss “How to Create Number Sequence in Microsoft Dynamics 365 for Finance and Operations by Number Sequence form.If you are a beginner or new to dynamics 365 Finance & Operations, you can use Microsoft'f Free Virtual Machine. Learn How to Set Up a Free Virtual Machine for Dynamics 365 Development In Microsoft Dynamics 365 Number sequences are used generate readable, unique identifiers for master data records and transaction records for record identification. Generally, Number sequences are specially formatted numbers which used to refer a master record or transaction record in any ERP Systems. A master data (for example: Vendor Master, Customer Master, Products Master etc…) or transaction data (for example:  Supplier Order, Payment Voucher, Journal Entry etc…) r…  ( 27 min )
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    Dual write error - Reason: Bad Request, Message: Principal team Id is missing prvReadmsdyn_ledger privilege for entity 'msdyn_ledger' (LocalizedName='Ledger') in Business Unit
    Read Complete post here(read more)  ( 12 min )
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    Bad Request, Message: Principal team Id is missing error during dual write initial sync
    Dynamics 365 Project Operations for resource/non-stocked scenarios requires a set of dual-write maps to be running in the environment. following maps are required prerequisites for the Project Operations solution Ledger (msdyn_ledgers) Legal entities (cdm_companies) Customers V3 (accounts) Vendors V2 (msdyn_vendors) When you try to run map Ledger using initial sync with all prerequisites related maps […]  ( 10 min )

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    Mi opinión sobre los custom scripts de X++
    Hace tres días eché un vistazo a las nuevas características de la versión 10.0.25 actualmente en el programa PEAP, leyendo tranquilamente hasta que vi algo sobre custom scripts en prod, algo que decía: Run custom X++ scripts with zero downtime Podéis imaginar mi cara cuando leí esto. Al principio estaba confundido, luego sorprendido y luego… Continue Reading Mi opinión sobre los custom scripts de X++ ariste.info Mi opinión sobre los custom scripts de X++  ( 12 min )

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    Microsoft Dynamics channel firms 1ClickFactory and QBS Group to form Companial
    1ClickFactory, based in Vilnius, Lithuania and QBS Group, headquartered in Leusden, the Netherlands, announced they are re-branding together as Companial . The move completes the merger of the two firms as an organization providing services and... Read the full text.  ( 3 min )
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    Localizing content on a custom page
    Add localized content to a Power Apps custom page.  ( 3 min )
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    Logic apps DIXF Export – Unique file name creation – D365FO
    Triggering ‘Export to package’ API from logic apps creates the output as a data package. The data package has Data file, Manifest and Package Header . In order to pass the data file for third party processing , the compressed … Continue reading →  ( 4 min )
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    AX2012 jobs are back in D365 (kind of)
    Disclaimer: I do not encourage anyone on using this feature. And if you use it, please be careful with manipulating data using this feature. With the release of the PEAP version for 10.0.25 Microsoft reintroduced the ability to execute jobs without having a downtime for the needed deployment: https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/deployment/run-custom-scriptsWhile I wouldn’t recommend anyone to use […]  ( 3 min )

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    Restore a Production Database on a Cloud-hosted Environment
    Some customers have been reporting errors (File contains corrupted data) when they are trying to import the bacpac files on developer boxes. The recommendation is to use the SQLPakage tools to import...(read more)  ( 4 min )

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    How To Write An X++ Select Statement
    One of the coolest parts of the x++ language is using a select statement. A select statement allows developers to fetch and manipulate data from a database. The data is loaded into table variables. Finally, these table variables can have methods where code be added to work with the data. This allows developers to focus... Continue Reading → The post How To Write An X++ Select Statement appeared first on Dynamics 365 Musings.  ( 11 min )

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    Dynamics AX performance monitoring: missing indexes
    The blog post describes a monitoring solution for SQL Server missing indexes.  ( 4 min )
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    Cross-company data sharing vs. Duplication in Dynamics
    Cross-company data sharing vs. Duplication in Dynamics ...(read more)  ( 12 min )
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    Cross-company data sharing vs. Duplication in Dynamics
    Cross-company data sharing   Cross-company data sharing in Dynamics 365 for Finance and SCM (see System administration > Setup > Configure cross-company data sharing) supposed to be a valid replacement of the virtual companies in Dynamics AX2012 and earlier. I don’t know how about you, but I get the error “Table … […] The post Cross-company data sharing vs. Duplication in Dynamics appeared first on ER-Consult.  ( 8 min )

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    Dynamics 365 ERP CVP Muhammad Alam announces departure from Microsoft
    Microsoft corporate vice president for Dynamics 365 Muhammad Alam will be leaving the company, he announced recently. The Microsoft veteran took on a product leadership role in 2017 after thirteen years in various other roles related to Dynamics... Read the full text.  ( 3 min )
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    Headquarters is not responding to health check calls. Please verify that the headquarters environment is up and running and not in maintenance mode error during CSU (commerce scale unit) Deployment
    Read complete post here(read more)  ( 11 min )
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    Headquarters is not responding to health check calls. Please verify that the headquarters environment is up and running and not in maintenance mode error during CSU (commerce scale unit) Deployment
    If you are working with Microsoft dynamics 365 commerce you first have to initialize commerce scale unit.  You can perform this initialization only in tier 2 environments and with either the Project Owner or Environment manager role. While initializing   retail commerce scale unit (RCSU) you might face below issue on LCS where the error says […]  ( 12 min )

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    Up and Down lines form example
    It's useful to have existing forms and classes for common tasks to duplicate and customized them.  There is a good example of such a form with Up and Down buttons for the grid lines in standard D365. Check it by its display menu item ElectronicMessageProcessing  ( 7 min )

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    D365: 2022Wave1 – Unified pricing service
    I have had the chance to look deep into the 2022 release wave 1 plans. There are tons of goodies, and we again see the direction where things are going. There is a lot of investments in the microservices area, and we see the platform opening up like a blooming flower. There is one specific … Continue reading D365: 2022Wave1 – Unified pricing service  ( 4 min )
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    Modify expiry and delivery date in RFQ created via Purchase requisition : D365 Finance and Operations
    The feature of processing requests for quotations in Dynamics 365 Finance and Operations enables visibility to the quoting process, traceability, and better collaboration among buyers and suppliers(ve...(read more)  ( 4 min )
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    Consolidate Purchase Requisitions using a batch job - Part 2
    In our first blog post, we reviewed the setup and process of how to manually consolidate Purchase requisitions. You can find a link to that blog here. I our part 2 session, we will review how to ...(read more)  ( 3 min )
    Manually Consolidate Purchase Requisitions in Dynamics 365 F&O - Part 1
    The process of Consolidating Purchase Requisitions when creating Purchase orders is a subject area that I have found, is not that well documented in the blogosphere. These two blog posts are a seekin...(read more)  ( 3 min )

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    Credit Management does not support Commerce orders
    Commerce orders do not support Credit Management and Credit Management Blocking Rules.  This should not block the Customer Credit Limit Check. Below is the documentation and section of the document advising that Commerce is not supported: https://docs.microsoft.com/en-us/dynamics365/finance/accounts-receivable/cm-sales-order-credit-holds#free-text-invoices-orders-and-project-invoice-support-in-credit-management   There was a bug in previous builds around Commerce orders not bypassing the Credit Management Blocking Rules and we were seeing errors when posting Commerce Statements such as "error:  While processing aggregation state Sales order is invoiced for this aggregation. transaction state Customer order invoiced, the invoice ID was empty after invoicing for this aggregation XXXXX" and D…  ( 12 min )
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    How to find region for your Dataverse environment
    Read complete post here(read more)  ( 11 min )
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    How to find region for your Dataverse environment
    In my previous article, we saw how to link F&O environment with Dataverse environment. One of the prerequisite to link environment is both F&O and Dataverse environment must exist in same region. For the F&O folks who are not familiar with CE/Dataverse you can find out the region of the environment by logging in to […]  ( 10 min )

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    MSDW Podcast: Aligning low code trends with BPM
    This episode is sponsored by  Mavim . The maturing of low-code tools like Microsoft Power Platform gives organizations exciting new options when planning for the future of their legacy processes and systems. But when considering new connectors... Read the full text.  ( 3 min )

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    What is Macro in D365 ? How to Execute Macro in SQL Statement in D365FO
    In this article I will show you how to execute a macro in SQL statements in D365FO or How to process data using a macro in a SQL statement in D365FO, before going to the depth of the topic we have to learn the basic concept of macros in Microsoft dynamics 365 finance and operations. If you are a beginner or new to dynamics 365 Finance & Operations, you can use Microsoft's Free Virtual Machine. Learn How to Set Up a Free Virtual Machine for Dynamics 365 Development What is Macro? In a standard D365 FO application, there are macros that are reused many times across the application. By Using the macros approach, we can save development time by allowing you to reuse the piece of X++ SQL statements. These macros are actually full or partial X++ SQL queries that can be called with various argum…  ( 25 min )

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    OData Throttling D365FO : “The request could not be processed at this time due to system experiencing high resource utilization”
    Recently during the import of data using OData , I had encountered this error which status ‘The request could not be processed at this time due to system experiencing high resource utilization”. I had not faced this issue in dev … Continue reading →  ( 4 min )
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    Deutsche Reisekostenabrechnung in Dynamics 365
    TANSTAAFL: "there ain’t no such thing as a free lunch" from "The Moon Is a Harsh Mistress" by Ro...(read more)  ( 15 min )

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    Capturing the event handler for validation before posting vendor payment journal: D365 classes
    This is my first blog post in 2022, I would like to share with you related to validation and payment control for payment journals and would share with you peace of code to capture the event hand...(read more)  ( 3 min )

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    [Tutorial] Warehouse management app detours
    Feature overviewWarehouse management app detours is a feature we have shipped recently, available as part of 10.0.23, which enables a warehouse worker to park a task they are currently executing, perform another mobile device operation, and then come back to exactly where they left off, once the detour is complete. This is feedback we have heard way too often from workers in the warehouse, saying  ( 14 min )
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    D365; 4 Lines to scroll at a time
    Here is very small tip. Set your windows mouse line scrolling to 4 lines when using Dynamics 365. When you then scroll in D365 lookups, one scroll-click is then jumping one page down in the lookups (in my case). #LifeHack  ( 3 min )

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    Write-up adjustment extends depreciation periods
    Write-up adjustment extends depreciation periods Nathan Clouse Thu, 01/13/2022 - 03:40 Module Fixed assets Available in Version 10.0.17 Learn More URL https://go.microsoft.com/fwlink/?linkid=2141074 After posting a write-up adjustment to a fixed asset that applies straight-line service life, the system will extended depreciation periods to keep depreciation expenses consistent across the service life of the asset. When applying this type of adjustment, there’s a chance that depreciation amount in the last period differ from the amounts in the preceding periods.  ( 1 min )
    Workflow runtime job queue processing
    Workflow runtime job queue processing Nathan Clouse Thu, 01/13/2022 - 03:40 Module Workflow Available in Version 10.0.17 Learn More URL https://go.microsoft.com/fwlink/?linkid=2143566 Enables workflow message processing to use runtime jobs rather than runtime tasks. The purpose is to prevent Workflow execution from being stuck by a single long running message.  ( 1 min )
    Workflow pass comment to subworkflow
    Workflow pass comment to subworkflow Nathan Clouse Thu, 01/13/2022 - 03:40 Module Workflow Available in Version 10.0.17 Learn More URL https://go.microsoft.com/fwlink/?linkid=2143566 Enables the ability for last note to be passed to subworkflows.  ( 1 min )
    Workflow notification alternate email
    Workflow notification alternate email Nathan Clouse Thu, 01/13/2022 - 03:40 Module Workflow Available in Version 10.0.17 Enables the Workflow alternate email address field under User Options > Workflow. Disables the use of Sender email under User Options > Account as the email used to send Workflow notifications  ( 1 min )
    Workflow maintenance batch job
    Workflow maintenance batch job Nathan Clouse Thu, 01/13/2022 - 03:40 Module Workflow Available in Version 10.0.17 Learn More URL https://go.microsoft.com/fwlink/?linkid=2143566 Enables the creation and execution of the Workflow Maintenance batch job.  ( 1 min )
    Workflow Enhanced Error
    Workflow Enhanced Error Nathan Clouse Thu, 01/13/2022 - 03:40 Module Workflow Available in Version 10.0.17 Learn More URL https://go.microsoft.com/fwlink/?linkid=2143566 Enables the use of Workflow error codes and English logging text within the Workflow Engine.  ( 1 min )
    Work split
    Work split Nathan Clouse Thu, 01/13/2022 - 03:40 Module Warehouse management Available in Version 10.0.17 Learn More URL https://aka.ms/Work-Split Provides capability to split warehouse work that is in status open or in progress. It is used to move selected lines from current work to another new work to balance workload. New work can be assigned to another employee.  ( 1 min )
    Workflow notification actions
    Workflow notification actions Nathan Clouse Thu, 01/13/2022 - 03:40 Module Workflow Available in Version 10.0.17 Learn More URL https://go.microsoft.com/fwlink/?linkid=2138684 Enables the ‘View’ link on notifications created for workflow work items to open the record and take action.  ( 1 min )
    Wave batch job details
    Wave batch job details Nathan Clouse Thu, 01/13/2022 - 03:40 Module Warehouse management Available in Version 10.0.17 Learn More URL https://go.microsoft.com/fwlink/?linkid=2106528 This feature enables all users who work with waves to inspect the batch jobs and related tasks associated with any wave. This is especially useful for troubleshooting a wave that has failed. Without this feature, only administrators will typically have access to batch job details. The feature adds a new page called 'Wave batch job details', which can be made available to non-admin users and which provides a read-only view of batch jobs and related tasks. Users can open this page by selecting a wave on any of several different wave pages and then selecting the appropriate option from the Action Pane.  ( 1 min )
    Warehouse Slotting for transfer orders
    Warehouse Slotting for transfer orders Nathan Clouse Thu, 01/13/2022 - 03:40 Module Warehouse management Available in Version 10.0.17 Learn More URL https://go.microsoft.com/fwlink/?linkid=2105700 This feature allows warehouse managers to replenish picking locations based on demand from transfer orders that aren't yet released to the warehouse. It ensures that picking locations will include all the items needed for the transfer orders once they are released to warehouse. This feature requires that you also enable the "Warehouse slotting feature".  ( 1 min )
    Warehouse slotting feature
    Warehouse slotting feature Nathan Clouse Thu, 01/13/2022 - 03:40 Module Warehouse management Available in Version 10.0.17 Learn More URL https://go.microsoft.com/fwlink/?linkid=2105700 This functionality allows for warehouse managers to plan the picking locations in the warehouse intelligently prior to releasing order to the warehouse and creating picking work. Slotting allows users to gather consolidate demand by item and unit of measure from orders, in status either ordered, reserved, or release. Once demand has been generated, it can be located to locations that will be used for picking based on quantity, unit, physical dimensions, fixed locations, etc. Once the slot plan has been established, replenishment work can be created to bring the appropriate amount of inventory to each location.  ( 1 min )
    Zone threshold replenishment
    Zone threshold replenishment Nathan Clouse Thu, 01/13/2022 - 03:40 Module Warehouse management Available in Version 10.0.17 Learn More URL https://go.microsoft.com/fwlink/?linkid=2106002 Zone based replenishment is a feature which utilizes min/max replenishment strategy but evaluates entire warehouse zones, if set, instead of just individual locations. This gives companies the ability to better and faster determine whether additional inventory is needed within a picking zone. The setup for the new feature is very similar to location-based replenishment. As new replenishment template is created for min/max replenishment, the user can simply specify whether the threshold should be evaluated per Location or per Zone. In case of zones, specific zones are then added to the Zone selection query and those will be evaluated by the newly created replenishment template when processed. Just like location-based min/max replenishment, the zone-based min/max replenishment is based on setting up a minimum threshold of inventory that triggers the creation of replenishment work order for selected items and item variants. In return, replenishment will be created for quantity that increases inventory up to the desired zone maximum threshold.  ( 1 min )
    Zero-amount sales tax difference entries for Czech Republic (CZ)
    Zero-amount sales tax difference entries for Czech Republic (CZ) Nathan Clouse Thu, 01/13/2022 - 03:40 Module Tax Available in Version 10.0.17 This feature enables the generation of zero-amount sales tax (payable or receivable) difference entries in tax transaction table for legal entities located in the Czech Republic (CZE). Once enabled, zero-amount entries of sales tax (payable or receivable) difference will be created in tax transactions to declare that there is no sales tax amount difference caused by the related foreign currency transaction.  ( 1 min )
    Withholding tax payment against vendor account
    Withholding tax payment against vendor account Nathan Clouse Thu, 01/13/2022 - 03:40 Module Tax Available in Version 10.0.21 Enable this feature and assign a vendor account to the withholding tax authority. The withholding tax payment procedure will then settle the withholding tax to the vendor account.  ( 1 min )
    When enabled, this feature will require that at least one bank transaction matches one bank statement transaction before the statement can be marked as reconciled.
    When enabled, this feature will require that at least one bank transaction matches one bank statement transaction before the statement can be marked as reconciled. Nathan Clouse Thu, 01/13/2022 - 03:40 Module Cash and bank management Available in Version 10.0.18 This feature will require that at least one bank transaction matches one bank statement transaction before the statement can be marked as reconciled.  ( 1 min )
    Wave step code
    Wave step code Nathan Clouse Thu, 01/13/2022 - 03:40 Module Warehouse management Available in Version 10.0.17 Learn More URL https://go.microsoft.com/fwlink/?linkid=2106202 Wave step code feature is removing possibility of spelling mistakes when using wave step codes. Now new table is added where user can create wave step codes.When using wave step codes user will need to select an existing wave step code, and not write free text.  ( 1 min )
    Wave parallelization for Allocate Wave method
    Wave parallelization for Allocate Wave method Nathan Clouse Thu, 01/13/2022 - 03:40 Module Warehouse management Available in Version 10.0.17 Learn More URL https://go.microsoft.com/fwlink/?linkid=2163966 This features gives you the option of running the allocateWave method for wave templates in parallel to improve wave processing performance. On enabling this feature, this parallel processing will be activated and task configurations will be created for all warehouses from all legal entities that have "Use warehouse management processes" enabled. Each task configuration includes a setting that lets you define the number of tasks that will run simultaneously (which is equivalent to the number of parallel processes). Roughly, the time used on the allocate-wave step (which is typically 30% to 60% of the total processing time) is reduced by a factor equivalent to the number of tasks. It’s also possible to define the batch group that will be assigned to process these tasks. When this feature is enabled, all legal entities will process waves in batches and "Wait for lock" will be set to a default value of 60,000 ms if it was previously set to 0 ms. Other than this, the existing task and wave processing configurations will be kept for all warehouses that are already configured to process waves in batches, and for all warehouses that are already configured to use the allocateWave method in parallel. After enabling this feature, all new legal entities will be configured by default to process waves in batches, "Wait for lock" will be set to a default value of 60,000 ms, and all new warehouses with "Use warehouse management processes" enabled will have the allocateWave method configured to run in parallel by default. Existing warehouses for which you change "Use warehouse management processes" from "no" to "yes" will also run this method in parallel by default.  ( 1 min )
    Warehouse management app detours
    Warehouse management app detours Nathan Clouse Thu, 01/13/2022 - 03:40 Module Warehouse management Available in Version 10.0.23 Learn More URL https://go.microsoft.com/fwlink/?linkid=2165422 This features enables the configuration of mobile device menu item detours. This allows a warehouse worker to temporarily jump into another mobile device flow and then come back to exactly where they were before to continue the interrupted process.  ( 1 min )
    Warehouse app step instructions
    Warehouse app step instructions Nathan Clouse Thu, 01/13/2022 - 03:40 Module Warehouse management Available in Version 10.0.21 Learn More URL https://go.microsoft.com/fwlink/?linkid=2162469 This feature lets you create and display custom instructions for each step of each task flow that you set up for the Warehouse Management mobile app. When provided with well written instructions, your warehouse workers will be able to start using new flows right away, with no prior training.  ( 1 min )
    Warehouse app promoted fields
    Warehouse app promoted fields Nathan Clouse Thu, 01/13/2022 - 03:40 Module Warehouse management Available in Version 10.0.23 Learn More URL https://go.microsoft.com/fwlink/?linkid=2172800 This feature helps focus workers' attention on the most important fields as they work through a flow in the Warehouse Management mobile app. Admins can choose precisely which fields to promote and which to highlight for each step in each process.  ( 1 min )
    Visual update for wizards
    Visual update for wizards Nathan Clouse Thu, 01/13/2022 - 03:40 Module System administration Available in Version 10.0.19 Learn More URL https://go.microsoft.com/fwlink/?linkid=2154630 This feature modernizes the visual appearance of wizard pages in Finance and Operations apps and more closely aligns the user experience to wizards in other Dynamics 365 products.  ( 1 min )
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    How to modify a journal template in Dynamics 365
    One of my favorite features that is both a power user function and an ease-of-use tool is the native Excel integration throughout Dynamics 365 F&O. With the native Excel integration to create, del...(read more)  ( 6 min )

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    Create A D365 Batch Job
    Do you have a process that you need to run in the background of Microsoft Dynamics 365 F&SC? There are two ways to create a D365 batch job. The newer way is to use SysOperation Framework in D365. However, the older way is still very much supported and used within the system. Therefore, it is... Continue Reading → The post Create A D365 Batch Job appeared first on Dynamics 365 Musings.  ( 13 min )

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    How to Forecast Demand Accurately for the Next Season: The Billion-Dollar Fashion Retail Question
    Pre-season planning is one of the most complicated problems in forecasting. Every year, fashion retailers face the challenge of accurately predicting future demand for the next season. What will be the baseline demand for a new item that will... Read the full text.  ( 3 min )

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    D365 – 252 Solution Blueprint review questions
    One of the most important aspects of Success By Design program is to ensure quality in the implementation process and to set the right expectations. One important setup in this process is the Microsoft Solution Blueprint Review workshop that can be offered to customers through extended FastTrack Engagement. The Solution Blueprint Review workshop covers the … Continue reading D365 – 252 Solution Blueprint review questions  ( 17 min )
    D365 Hidden Sales order gem; copy from item list
    A small but highly productive tip is the feature of “Item list”. It has been available for years but have not gotten the deserved attention. The feature does not even have a docs page. With this feature it makes it much easier to create sales order, by copying the lines from an ‘item list’. The … Continue reading D365 Hidden Sales order gem; copy from item list  ( 4 min )

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    How modern technology is enabling a better approach to lean in todays volatile market
    Amidst lingering supply-chain shocks, have Lean methods left manufacturers more vulnerable? Has a just-in-time mentality led to too little stock to weather demand spikes? Have firms developed an over-dependence on distant suppliers? These are reasonable... Read the full text.  ( 3 min )
    sa.global grows Americas unit with acquisition of Microsoft partner Dynamic Consulting
    Microsoft partner sa.global announced it has acquired US-based Dynamic Consulting. The deal grows sa.global's Americas business, with Dynamic Consulting president Jonathan Stypula becoming president of the Americas for sa.global. Dynamic Consulting... Read the full text.  ( 3 min )

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    Delete Duplicate or Top row from SQL server
    In order to delete a particular record from a table in SQL server, a normal delete statement would not be helpful For instance, take an example as shown in the below screenshot Due to manual error, there are duplicate records … Continue reading →  ( 3 min )
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    German travel expenses in Dynamics 365 – Part 2
    German travel expenses in Dynamics 365 – Part 2 ...(read more)  ( 12 min )
    German travel expenses in Dynamics 365 / Deutsche Reisekostenabrechnung 2022
    TANSTAAFL: "there ain’t no such thing as a free lunch" from "The Moon Is a Harsh Mistress" by Ro...(read more)  ( 15 min )
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    German travel expenses in Dynamics 365 – Part 2
    Confinued from German travel expenses in Dynamics 365 / Deutsche Reisekostenabrechnung 2022 Domestic business travel – Case 2 “3 days of training with hotel” The 2nd case requires a receipt, a bill for the accommodation at a hotel. The VAT from domestic invoices may be recovered, and we need a country-specific […] The post German travel expenses in Dynamics 365 – Part 2 appeared first on ER-Consult.  ( 8 min )
    German travel expenses in Dynamics 365 / Deutsche Reisekostenabrechnung 2022
    Travel expense reporting in Germany may be implemented in Dynamics 365 for Finance with literally no customizations. A special attention must be paid to the per diem calculation. Introduction In general, per diem in Germany is an allowance for catering. Hotel bills are reimbursed in full. An employee of a German […] The post German travel expenses in Dynamics 365 / Deutsche Reisekostenabrechnung 2022 appeared first on ER-Consult.  ( 10 min )

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    Create Security In D365
    Developers often forget to add security in D365. After developing a new form, report, or batch job in Microsoft Dynamics 365 for Finance and Operations, you need to create Menu Items so a user can see and run the new functionality. And those Menu Items need to be added to new or existing Security objects,... Continue Reading → The post Create Security In D365 appeared first on Dynamics 365 Musings.  ( 9 min )
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    Single-Line string to Multi-line – Postman
    There are scenarios when a single string separated by commas(or any other character) to be imported as multi line string to the target application . One of my assignment had unformatted data and the requirement was to map them to … Continue reading →  ( 3 min )
    Connect to Azure SQL from logic apps to execute D365FO Enqueue
    In one of my assignments, I am using Azure SQL database acting as staging where I am importing the data on to it for further transformations. In order to push the data to D365 FO using recurrence, I used logic … Continue reading →  ( 3 min )

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    2021
    “The more stitches, the less riches” from the “Brave New World” by Aldous Huxle...(read more)  ( 11 min )
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    2021
    “The more stitches, the less riches” from the “Brave New World” by Aldous Huxley Barely anyone closes the financial year faster than ER-Consult GmbH. 2021 could only be better than 2020. Indeed, together with Margarita and Chandan we pushed the revenue by 27%, the private equity grew by 34%. ER-Consult has […] The post 2021 appeared first on ER-Consult.  ( 6 min )

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    Dynamics 365 – top things to learn and tools to use in 2022
    I first want to thank the 92.898 visitors to my blog in 2021. It has been my pleasure to share with the community, and 2021 have been the best so far. This time, I would like to summarize my tips on what to learn and tools to use that can further bring value to our … Continue reading Dynamics 365 – top things to learn and tools to use in 2022  ( 7 min )

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    Top Microsoft Dynamics 365 and Power Platform articles of 2021
    As 2021 draws to a close, let's look back at MSDynamicsWorld's most read articles of in the past twelve months. With Business Apps now serving a more recognizable role at Microsoft, it should perhaps be no surprise that some of the most well-read... Read the full text.  ( 3 min )

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    Workflow work item approvals in D365 F&O using Microsoft Power Automate/Flow
    Possibilities of business processes automation and extension is limitless when you use Microsoft power platform. Use PowerApps to extend user interfaces and functionality of your CRM or ERP apps, use power automate to automate business process actions or use AI builder and RPA to reduce manual labor intensive work for your employees. Dynamics 365 and … Continue reading Workflow work item approvals in D365 F&O using Microsoft Power Automate/Flow  ( 17 min )

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    Taking JSON input with D365 service and deserialize into contract objects
    Recently I wanted to create a custom serivce in D365 taking in a JSON input. I did my usual google search but ended up needing additional trial and error to complete the use case. Here I'll share the solution I have.. Firstly, create a contract class which represent the a Json object /// /// The Student Information object contains the Student ID and Name /// [DataContractAttribute] class StudentInfoContract { str studentId; str studentName; [DataMemberAttribute("Student Id")] public str parmStudentId(str _studentId = studentId) { studentId = _studentId; return studentId; } [DataMemberAttribute("Student Name")] public str parmStudentName(str _studentName = studentName) { studentName = _studentName; …  ( 3 min )

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    SignUp Software plans for new stage of growth in Microsoft channel following IPO
    SignUp Software, makers of AP and invoice automation software ExFlow, recently completed an IPO on the Nasdaq  First   North Growth Market. While acquisitions and equity investment deals have become routine in the Microsoft Business Applications... Read the full text.  ( 3 min )

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    A review of 2021 and what to expect in the new year
    Louis Rustenhoven, CEO   Dear Valued Partner, 2021 has been a special year in which a lot has happened. Last year, we hoped that Covid-19 would be less present in our lives in the new year, but unf...(read more)  ( 7 min )
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    Troubleshooting DVT script for service model - Dynamics 365 Finance & Operations Tier 1 Upgrade
    While doing upgrade to the latest version Dynamics 365 Finance & Operations on tier 1 environment, you might got some errors related to DVT auto scripts. 1. DVT script for service model: AOSService on machine An error at step 72 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 72 498de9aee46e403e9dcd97b40166775e dd4119e4331248d5a6ba9b987eef440d PlatAppBinaryHotfixPackage false DVT script for service model: AOSService on machine: AOSService AutoRu…  ( 2 min )

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    Thoma Bravo to acquire financial automation vendor Bottomline Technologies
    Private equity firm Thoma Bravo announced that it plans to acquire financial management and automation firm Bottomline Technologies, taking the firm private for approximately $2.6 billion Thoma Bravo shareholders will receive $57 per share as part... Read the full text.  ( 3 min )

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    Diagrams.net
    Most of us in the field have traditionally used Microsoft Visio to show architecture, processes and systems. But there is an alternative that I would recommend to the community: https://www.diagrams.net/ This is a free, online and easy to use tool to quickly represent graphics related to what you want to show. Give it a try, … Continue reading Diagrams.net  ( 3 min )

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    Dynamics 365 Commerce: How to use Excel Add-In with Edit and Audit to update Business Date at Commerce Statement Level
    Please see Documentation on the Edit and Audit feature, which includes installing the Microsoft Dynamics Office Add In Edit and audit cash and carry and cash management transactions - Commerce | Dynamics 365 | Microsoft Learn In this example, I have Tricklefeed enabled and the transactions are in a closed fiscal period. I have used this process to update invalid Customer accounts and to Void transactions. First Calculate Transactional statement for a period that is closed. When in the Statement form, Select Office icon in the upper right corner Select Edit cash and carry transactions Click Download Save the file and open Click Enable editing You may get a message to “Trust this add-in” Sign in Data will refresh Transaction tab Validation Status = None **Note:  Before you can edit a transaction, the Validation Status must be set to none and published On the Excel file you can select all and fill down. Publish You can then edit the field you want to change In this case I am changing the Business date to a date within the current period   Update the first transaction, then select all lines and Fill Down Select Sales transaction worksheet and update business date Select Payment transactions worksheet and update business date Select Aggregation worksheet and update business date. **Note: All worksheets that have the business date available should be updated or you will continue to receive errors on a closed fiscal period or Inventory is closed.  Don't forget the Aggregation worksheet.   Click Publish Go back into the Retail Statement, select Revalidate Transactions to set the Validation Status back to Validated. You may also need to go into Aggregated transactions and select Re-generate aggregation data. You should be able to post the statement  ( 12 min )
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    Nuevas características de Dynamics 365 en 2021: mirando por el retrovisor
    El año 2021 está llegando a su fin, y es hora de repasar los cambios que hemos tenido durante este último año. Así que si os habéis perdido algo, espero que lo podáis encontrar aquí, aunque no voy a incluir todas las nuevas características de Dynamics 365 Finance & Operations, solo algunas de ellas, las… Continue Reading Nuevas características de Dynamics 365 en 2021: mirando por el retrovisor ariste.info Nuevas características de Dynamics 365 en 2021: mirando por el retrovisor  ( 12 min )
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    Using the Microsoft Authentication Library (MSAL) with D365 Finance and Operations apps
    This post is for those that are interested in developing .Net integrations with D365FO. In order to authenticate an account that has access inside a D365FO instance for your Azure application registra...(read more)  ( 6 min )

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    PowerShell and SQL scripts for Database Refreshing in a Devbox
    Say you created a new database AxDB_TEST2 and restored a test environment backup there. Now you need to change the databases names so that D365FO would target a restored data. First, you need to stop D365FO services, for example, with a similar PowerShell script. function StopD365RelevantService() { $services = "DynamicsAxBatch","Microsoft.Dynamics.AX.Framework.Tools.DMF.SSISHelperService.exe","MR2012ProcessService","LCSDiagnosticClientService" foreach ($item in $services) { Set-Service -Name $item -StartupType Disabled } Stop-Service -Name Microsoft.Dynamics.AX.Framework.Tools.DMF.SSISHelperService.exe -ErrorAction SilentlyContinue Stop-Service -Name DynamicsAxBatch -ErrorAction SilentlyContinue Stop-Service -Name W3SVC -ErrorAction SilentlyContinue …  ( 7 min )
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    Change Security In D365
    Microsoft Dynamics 365 for Finance and Operations has existing Roles set up. These roles are associated with Users and provide access to the Menu Items. The Menu Items allow users to run forms, reports, and batch jobs. There are times when you need to change Security In D365. Perhaps you need one Role to have... Continue Reading → The post Change Security In D365 appeared first on Dynamics 365 Musings.  ( 10 min )

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    What budget options are available in Dynamics 365 Finance
    Today I'm going to do a quick introduction to the three different budget modules that are available for general-ledger level budgeting. After reading this post, you'll have a basic understandi...(read more)  ( 5 min )

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    Multiple enum values selection in forms and tables
    Previously I posted three supporting functions to work with multiple enum values selection. Now, let's see how they can be used in real scenarios. With these functions you can easily expose enum values in selection lists and then save the user selection in tables. Enum lists in a form Check first how to show two grids in a form; so that the user could move enum values from one to another. [Form] public class SysPolicyTypesOneCompanyActiveOnly extends FormRun { private Map policyTypes = wzhTest::createMapForEnum(enumStr(SysPolicyTypeEnum)); private SysPolicyTypeEnum type; private void resetSysPolicyTypeListPanel() { SysPolicyTypeAvailableGrid.deleteRows(0, SysPolicyTypeAvailableGrid.rows()); SysPolicyTypeEnabledGrid.deleteRows(0, …  ( 8 min )
    Supporting functions to work with multiple selection of Enum values
    There a couple of custom static methods you can use to facilitate your job with Enum values in tables and forms. class wzhTest { public const str contSeparator = ';'; /// /// Populates a map for all enum's values /// /// Enum name Map object public static Map createMapForEnum(EnumName _enumName) { Map map = new Map(Types::Enum, Types::String); DictEnum dictEnum = new DictEnum(enumName2Id(_enumName)); for(int i = 0; i /// Creates a container with enum values from a…  ( 8 min )

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    Getting ready for the next Azure DevOps pipeline agent update
    Getting ready for the next Azure DevOps pipeline agent update  ( 3 min )

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    inventory cost breakdown insights in Microsoft Dynamics 365 Finance and Operations
    inventory cost breakdown insights in Microsoft Dynamics 365 Finance and Operations   No single report, However information is available across different places as shown below  ...(read more)  ( 3 min )

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    How to get Comma , in Financial REPORTS in Microsoft Dynamics 365 Finance and Operations
    How to get Comma , in Financial REPORTS in Microsoft Dynamics 365 Finance and Operations Report definition - settings   If column level needed then could use Column format override . If ...(read more)  ( 3 min )

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    check query cue time
    Below a short piece of code for checking duration of queries in cue (AX 2009) static void RefreshCueCache(Companyid _curr = curext()){cueRun cueRun;cuesQuery cueQuery;int start, stop, interval, re...(read more)  ( 3 min )
    X++ create date starting from year and week number
    Elaborating materials present in other parts, below a short piece of code for create a first date of week starting from the number of year and the number of week. public static date Week2Date(int ...(read more)  ( 3 min )

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    Customize Security In D365
    In this article I will teach you how to customize security in D365 using the Security Configuration form. How to add new Roles, and add Menu Items to them. In the last article, titled ‘Security in D365‘, I explained how to setup a D365 User, and add Roles to that User. Additionally, you learned how... Continue Reading → The post Customize Security In D365 appeared first on Dynamics 365 Musings.  ( 9 min )

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    Performance Tools with Microsoft Dynamics 365 Finance and Operations
    Performance Tools with Microsoft Dynamics 365 Finance and Operations Production Health monitoring using LCS SQL insights Live view, Performance metrics (e.g. long running queries…), Blockings...(read more)  ( 3 min )

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    Convert Power Apps Portal Into A Progressive Web Apps (PWA) : Introduction & Demo
    What is Progressive Web App (PWA) ? PWA is a web app that is optimized to run “like an app” on a mobile device .They look & feel like a Native App and also appear to be a like a native app that you would install from your device’s app store, but actually work within … Continue reading Convert Power Apps Portal Into A Progressive Web Apps (PWA) : Introduction & Demo → The post Convert Power Apps Portal Into A Progressive Web Apps (PWA) : Introduction & Demo appeared first on All About Microsoft Dynamics.  ( 4 min )

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    Reporting options in Microsoft Dynamics 365 Finance and Operations
    Sharing Reporting options in Microsoft Dynamics 365 Finance and Operations Standard SSRS reports (e.g. customer account statement) Business documents (formatted) e.g. PO Inquiries Embedded analyti...(read more)  ( 3 min )
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    Automated Release Notes for your (D365) Azure DevOps – project
    Ever since I used Azure DevOps (or visualstudio.com or VS online) as a version control system and to build and release Dynamics AX code to different environments, I wanted a neat and simple way to auto generate release notes. So this time I want to show you, how we can use Azure DevOps to auto […]  ( 3 min )

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    Dynamics 365 Finance Operations Data Event Catalog - Power Platform Convergence
    Hello the Community, long time no post, but so much to talk about now with a lot of new features coming or just showing up several weeks ago. Time for me to deep dive into it and explain how much this is so exciting for you, especially this new post which again demonstrates the important convergence between Finance Operations and Power Platform : once more time. Let’s go !
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    Combine & Merging images to a single image using X++ & C# Dot Net Libraries
    Requirement – The requirement is to combine and merging images to a single image using X++ & C# Dot Net Libraries in Microsoft Dynamics 365 finance and operation. Classes & Libraries – System.Drawing.BitmapSystem.Drawing.ImageSystem.Drawing.GraphicsSystem.Drawing.Imaging.ImageFormatSystem.Drawing.Color Sample Code – The post Combine & Merging images to a single image using X++ & C# Dot Net Libraries appeared first on All About Microsoft Dynamics.  ( 2 min )

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    Free Access To Microsoft Office 365 (Create Microsoft Education Account & Office 365 A1 for faculty trial)
    In this post I will show you how you can create a free Microsoft education account & get free access to Microsoft office 365 (Office 365 A1 for faculty trial). After creating the free Microsoft office 365 account (Office 365 A1 for faculty trial) , you can access various online apps (like outlook, word, excel, … Continue reading Free Access To Microsoft Office 365 (Create Microsoft Education Account & Office 365 A1 for faculty trial) → The post Free Access To Microsoft Office 365 (Create Microsoft Education Account & Office 365 A1 for faculty trial) appeared first on All About Microsoft Dynamics.  ( 3 min )
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    How to build Dynamics AX2012 code/integrations while planning a migration to Dynamics 365 Finance and Supply Chain Management
    Reading time: 7 minutes We have many Microsoft Dynamics Partners who still have their customers on Dynamics AX 2009 or 2012, but are planning their migration to Dynamics 365 Finance and Supply Chain ...(read more)  ( 7 min )
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    ClickLearn partners with Andovar on training translation services
    Business applications training and adoption vendor ClickLearn announced a new partnership with Andovar, a provider of international translation and localization services. Andovar will provide professional training translation solutions to ClickLearn... Read the full text.  ( 3 min )

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    Get Free Access To A Microsoft Dynamics 365 FO Development & Training environment
    Get Free Access To A Microsoft Dynamics 365 FO Development & Training environment The post Get Free Access To A Microsoft Dynamics 365 FO Development & Training environment appeared first on All About Microsoft Dynamics.  ( 2 min )

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    D365 FO : Developing Business Events with X++ from scratch
    Business events provide a mechanism that allow external system receives notifications from Microsoft Dynamics 365 Finance and operations. For example – When you are posting a purchase invoice then you can send notifications/ payload / message to an external system. You can use existing standard business events which are available in the D365 FO or … Continue reading D365 FO : Developing Business Events with X++ from scratch → The post D365 FO : Developing Business Events with X++ from scratch appeared first on All About Microsoft Dynamics.  ( 4 min )

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    What is AdminUserProvisioning Tool in Microsoft D365 fin & ops ? Add Admin user after backup restore
    In various ERP implementation & support projects, sometime it is very hard to replicate a production / UAT environment scenario in dev box for debugging or in some cases it is tedious to do any kind of unit testing due to lack of business data. But luckily, we can solve this problem by doing restoration … Continue reading What is AdminUserProvisioning Tool in Microsoft D365 fin & ops ? Add Admin user after backup restore → The post What is AdminUserProvisioning Tool in Microsoft D365 fin & ops ? Add Admin user after backup restore appeared first on All About Microsoft Dynamics.  ( 3 min )
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    [We're hiring!] Multiple open positions for passionate and talented software engineers in Microsoft Cloud for Sustainability team in Atlanta, GA
    Hi everyoneAs you might have read on Yammer or other social media, I have decided to take a step away from Finance and Operations and Warehouse management, and a few months back accepted to lead the Sustainability engineering team in Atlanta, Georgia. The team is working on  2 new exciting and relevant products, Microsoft Cloud for Sustainability, as well as the Microsoft Emissions Impact  ( 11 min )
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    Autenticación MSAL, nuevas tareas de Azure DevOps y fin de soporte a ADAL
    Se ha publicado una nueva versión de las tareas para nuestros pipelines que usan los agentes de Azure. Estos cambios se han introducido recientemente para dar soporte a las librerías de autenticación MSAL para la conexión de LCS que utilizamos para subir y desplegar los deployable packages. Las conexiones que tenemos ahora usan la Azure… Continue Reading Autenticación MSAL, nuevas tareas de Azure DevOps y fin de soporte a ADAL ariste.info Autenticación MSAL, nuevas tareas de Azure DevOps y fin de soporte a ADAL  ( 11 min )

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    Archive inventory transactions (Purge InventTrans) in Microsoft Dynamics 365 for finance and operations
    As we know, “InventTrans” table is one of the largest table in Microsoft D365 for finance and operations and this table keep growing through out the ERP lifecycle and consume more space. BUT ! here is the good news that Microsoft has released a standard feature and a standard batch job to archive inventory transactions … Continue reading Archive inventory transactions (Purge InventTrans) in Microsoft Dynamics 365 for finance and operations → The post Archive inventory transactions (Purge InventTrans) in Microsoft Dynamics 365 for finance and operations appeared first on All About Microsoft Dynamics.  ( 2 min )

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    Security and blockchain for Microsoft business apps: A Q&A with Thomas Berndorfer
    When Microsoft customers need more privacy or compliance capabilities than applications like Dynamics 365 or SharePoint can offer out of the box, they turn to the partner channel for help. Connecting Software is one such firm in the Microsoft... Read the full text.  ( 3 min )
    Go Beyond Training: 5 Tips for Successful Change Management
    If people don’t understand what’s in it for them when their employer rolls out a new technology solution, then all the time, energy, and money you’re putting into deploying it won’t pay off. Dedicate as much time to change management as you do to... Read the full text.  ( 3 min )

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    MSDW Podcast: New challenges and opportunities in tax automation for Microsoft Dynamics customers
    This episode is sponsored by Vertex . Changes in sales, use, and value added taxes around the world reflect other key shifts in economies, both local and international. As B2B and B2C commerce accelerated into digital channels starting... Read the full text.  ( 3 min )
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    D365 FO – Create deep links, shareable, secured URLs in Microsoft Dynamics 365 for finance & operations
    What is deep links in Microsoft Dynamics 365 for finance and operation? Deep links are shareable and secures URLs to a specific form. Optional filters can be passed so that when user will open the deep link and navigate to a specific form then it will show filtered data ore records. In Microsoft D365 FO, … Continue reading D365 FO – Create deep links, shareable, secured URLs in Microsoft Dynamics 365 for finance & operations → The post D365 FO – Create deep links, shareable, secured URLs in Microsoft Dynamics 365 for finance & operations appeared first on All About Microsoft Dynamics.  ( 3 min )

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    Automated Vendor invoice process - Processing invoices - Part 2
    In this second blog post video, we will be reviewing the functionality of Automated Vendor invoices, and will focus on the actual processing of invoices.  You can review further documentation on ...(read more)  ( 3 min )
    Automated Vendor invoice process - Setup - Part 1
    For this blog video, I will be discussing and reviewing the necessary setup required to configure the automated vendor invoice process.  You can find the documentation on the Automated vendor inv...(read more)  ( 4 min )

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    Get free access to a Dynamics 365 FO (VM) development & training  environment!
    To get free access to a Dynamics 365 FO (VM) development & training environment! click on below link and then click on Launch VM Mode. That’s it ! Lab – Configure address books – Learn | Microsoft Docs The post Get free access to a Dynamics 365 FO (VM) development & training  environment! appeared first on All About Microsoft Dynamics.  ( 2 min )
    D365 Fin & Ops : ZIP, Compress & Archive multiple files using X++ & class ZipArchiveEntry
    Requirement : The requirement is to create a zip file from a set of document entries available in document handling, creating a download link and sends the link to user browser. In this requirement we are using Microsoft Dynamics 365 for finance and operations classes – documentmanagement, ziparchive & ziparchiveentry. Sample Code : The post D365 Fin & Ops : ZIP, Compress & Archive multiple files using X++ & class ZipArchiveEntry appeared first on All About Microsoft Dynamics.  ( 3 min )
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    Add Financial Dimensions and lookups to Excel templates in D365 F&O
    Follow these quick and easy steps to enable financial dimensions for Excel templates and OData scenarios in Dynamics 365 Finance & Operations. Using OData to import and work with data is often fas...(read more)  ( 6 min )

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    Rotate Secrets (SSL certificate) using LCS for the Dynamics 365 for Finance & SC Cloud hosted environments
    When you deploy a Dynamics 365 for Finance & SC cloud-hosted one-box environment, the SSL certificate will be valid for a year. After that, you will need to rotate certificates. Credential rotatio...(read more)  ( 4 min )
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    How to Push your MsDyn365FO deployable package to Azure Artifacts as NuGet packages
    After an abstinence from blogging, today I found some time to create a new post about a topic I recently discussed with other folks from the community on Yammer. I was quite busy with other topics because of a longer parental leave phase and also some speaker engagements, so you will see session from me … Continue reading How to Push your MsDyn365FO deployable package to Azure Artifacts as NuGet packages →  ( 4 min )

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    How to successfully publish your app on AppSource for Microsoft Dynamics 365 Finance and Supply Chain Management: Top marketing recommendations
    Reading time: 10 minutes We sometimes receive questions from our Dynamics Partners such as how to meet all the requirements and successfully publish their ISV solutions to AppSource. You can find out...(read more)  ( 9 min )
    Discovering Microsoft Dynamics 365 Finance and Supply Chain Management 2021 release wave 2: What’s new?
    Reading time: 8 minutes October was the official release month of the Microsoft Dynamics 365 Finance and Supply Chain Management 2021 wave 2. We have looked at some of the new functionalities and key...(read more)  ( 8 min )

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    Add brand images using Business document management
    In this video you will learn how to add an image to an existing business document using Business document management in Microsoft Dynamics 365 Finance and Operations apps. https://docs.microsoft.co...(read more)  ( 2 min )
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    Archiving inventory transactions in Microsoft Dynamics 365 Finance and Operations
    Archiving inventory transactions in Microsoft Dynamics 365 Finance and Operations   As transactions tables grows over time, fetching information can sometime slowdown with large data.   Mic...(read more)  ( 3 min )

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    MSDW Podcast: Document visibility across Dynamics applications
    This episode is sponsored by Formpipe. In this podcast, leaders of the team at Formpipe join us to discuss the challenges of viewing and accessing documents across the Microsoft Dynamics suite and beyond. As organizations push for more automation... Read the full text.  ( 3 min )

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    Link newly created F&O environment with existing Power Platform/Dataverse environment
    Read Complete post here(read more)  ( 11 min )
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    Link newly created F&O environment with existing Dataverse environment
    When you deploy new F&O environment with power platform integration, automatically Dataverse environment is deployed which auto configure VE solutions and other dual write solutions which are required for bidirectional integration between Dataverse and F&O. However there are scenarios where you have to point it to existing Dataverse environment to newly deployed environment. Now this […]  ( 11 min )

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    Process Quality Orders with WMS: D365 Finance and Operations
    Quality orders in Dynamics 365 Finance and Operations are the primary mechanism for recording and processing quality results for quality related tests during various inbound, outbound, and internal warehouse processes.  ( 11 min )

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    XppInteg - Azure Service Bus integration solution for Dynamics 365 FinOps
    The blog post describes a sample approach to implement Azure Service Bus integration in D365FO using X++  ( 8 min )

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    Upgrade vs re-implementation from Dynamics AX to Microsoft Dynamics 365 Finance and Operations
    Lot of times we need evaluate the pros and cons of Upgrade vs re-implementation from Dynamics AX to Dynamics 365 Finance and Operations sharing some pointers to use as input for decision direct...(read more)  ( 3 min )

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    Windows keyboard shortcuts
    1. New Keyboard Shortcuts in Windows 11 Windows 11 brings a few Keyboard Shortcuts for accessing its cool new features such as widgets, snap layouts, action center, and quick settings. FYI, Win key is the Windows Logo key on your keyboard. ACTION SHORTCUTS KEYS Open up the Widgets pane. It supplies you with the weather forecast, local traffic, news, and even your calendar. Win + W Toggle up the Quick Settings. It controls the Volume, Wi-Fi, Bluetooth, Brightness sliders, Focus Assist, and other settings. Win + A Bring up the Notification Center. It shows all your notifications in the OS. Win + N Open the Snap Layouts flyout. It helps you organize apps and windows for multitasking. Win + Z Open Teams Chat app from Taskbar. It helps you quickly select a chat thread directly from …  ( 8 min )
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    D365 Commerce - Improve the performance on the Point of Sale (POS) with the Cloud powered customer search feature
    Performance in the Modern Point of Sale (MPOS) and Cloud Point of Sale (CPOS) is critical for a retail business. Recently I helped a customer increase performance of the search functionality for produ...(read more)  ( 5 min )

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    [D365] Module reference in model cannot be located
    Sometimes it happens on a D365 DevBox that after a get latest or some copy operation in the PackagesLocalDirectory folder the following error occurs after using "Refresh models" in Visual Studio: Module Reference 'yyy' in model 'zzz' cannot be located. This is an indication  ( 3 min )

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    D365 Recurring Integrations Scheduler(RIS)
    Today I would like to pay my respect to the free GitHub initiative Recurring Integrations Scheduler (RIS). RIS is a solution that transports files/messages between on-premises folders and D365FO. This is a way to perform good old file integrations, and even for automating import/export of data entities between environments. And without having to develop/program anything. … Continue reading D365 Recurring Integrations Scheduler(RIS)  ( 4 min )
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    16 Learning Experiences Stories of Dynamics 365 Finance & Operations Apps Developer for Diwali
    Hi everyone, so November is started, and Diwali, the festival of light, is just begun. It's a moment of bliss to put out this article on some of the victory of light over darkness that Microsoft Dynamics 365 Finance & Operations Apps developers/technical consultants may have experienced. In this article, here are some stories that are shaped learning such as major obstacles to increasing continuous upgrade cost and written code that is not easy to understand, not easy to change by another person (developer) and not in line with best practices. Please comment to share your experiences as a developer/technical consultant while working on Dynamics 365 Finance & Operations Apps implementation, upgrade or business as usual (BAU) 1. Indicate unfinished code Lets begin with the most common condit…  ( 35 min )

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    5 Tips to improve the performance in a DMF import project
    Data integration is a key success factor in almost every implementation. A primary concern of my customers is the speed that data can be imported, especially if there are vast amounts of data and a sm...(read more)  ( 4 min )
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    Visual studio – Copy all from Find Symbol Results
    can-i-copy-multiple-rows-from-the-visual-studio-find-symbol-results-window https://stackoverflow.com/questions/1173808/can-i-copy-multiple-rows-from-the-visual-studio-find-symbol-results-window Sometimes it is probably useful to copy all the data from the Symbol results window in Visual studio. Either to process it manually or to run some analysis on it (Or whatever reason you fancy). Unfortunately Visual studio only allows you to copy one result at a time from that window which doesnt … Continue reading Visual studio – Copy all from Find Symbol Results →  ( 10 min )
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    Visual studio – Copy all from Find Symbol Results
    can-i-copy-multiple-rows-from-the-visual-studio-find-symbol-results-window https://stackoverflow.com/questions/1173808/can-i-copy-multiple-rows-from-the-visual-studio-find-symbol-results-window Sometimes it is probably useful to copy all the data from the Symbol results window in Visual studio. Either to process it manually or to run some analysis on it (Or whatever reason you fancy). Unfortunately Visual studio only allows you to copy one result at a time from that window which doesnt make it very friendly. I had over 600 results Bring in AutoHotKey ! This is an extremely powerful scripting language. It runs off keyboard shortcuts, so you can run this from where your cursor is pointed at. For my scenario, i managed to make it run with Ctrl + j and it goes through all the lines so quickly that VS doesnt skip to the source reference file. Once installed, run it in the same context as Visual studio i.e. is VS is running as an administrator then run the script as an administrator as well (So that VS doesnt capture the hotkeys and keep it to itself) https://github.com/shashisadasivan/MyScripts/blob/master/Misc/Visual%20Studio/VSCopySymbolResult.ahk View this post on Instagram A post shared by Zia (@zia.the.dog)  ( 3 min )
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    How to deploy Power BI report from Dynamics 365 Finance & Supply Chain Management through LCS project asset library
    Reading time: 4 minutes After you have developed your Power BI report, you can deploy it to your UAT or production environment through the LCS Asset library. In this blog, we will show you how to ad...(read more)  ( 4 min )

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    How to configure Power BI service access to the Dynamics 365 Finance & Supply Chain Management environment
    Reading time: 4 minutes To use Power BI reports, dashboards, and tiles from your PowerBI.com account in Microsoft Dynamics 365 Finance and Supply Chain Management, you need to configure Power BI serv...(read more)  ( 5 min )
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    How to use the Dynamics 365 Online connector (ODATA) in Power BI with Dynamics 365 Finance & Supply Chain Management
    While there are a few different ways to get your Dynamics 365 data into Power BI, in this article, I am showing you how to use the Dynamics 365 Online connector in Power BI. Please be aware that this...(read more)  ( 4 min )
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    Procurement Categories: Dynamics 365 Finance and Operations
    Procurement category hierarchies are used to classify products for reporting and analysis purposes as well as represent categories for purchasing. A category hierarchy consists of a hierarchical structure of categories  ( 7 min )

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    [D365] Check Version without client (files)
    Checking the Platform Update Version from the client is easy: Click the questionmark icon in the top right corner and select "About" to see the version info. But what to do if the client is not available (for example because a build is failing)? In earlier versions it  ( 3 min )
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    Speaking for Myself, for Destiny me
    Hi everyone and welcome to my blog. My name is Rakesh. Im glad to see you and I want to say a few words about myself. Why am I here? Ambitious about technology & design-thinking approach. To immerse me to apply the same to help a customer to resolve complex business problems by applying technology. I am a strong believer in community-based learning to enhance knowledge by connecting countless people across the wider community. Now I am glad that I got here and will be able to carry out what I have planned. What do I expect from my blog posts? Sharing challenges that I encountered & my learnings on Microsoft Business Applications & Azure to all. I recognize that learning from blogs or articles helps individuals & the community to grow faster. We all need to apply a continuous learning mindset and be able to be persistent. I think that I will gain a lot of new knowledge and I will easily utilize them. What do I want from the learning experience, ideally? Of course, I want to become a person who will be very challenged in the area in which I am working. I will be able to communicate with the wider community to learn & grow together. Thank you for Reading - Let's Connect! Enjoy my blog? For more such awesome blog articles - follow, subscribe and let's connect on LinkedIn, Twitter  ( 14 min )

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    Canvas sections in D365 Configurable Business Documents
    Canvas sections in D365 Configurable Business Documents ...(read more)  ( 13 min )
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    Canvas sections in D365 Configurable Business Documents
    Embedding static sections of a fixed width and length into configurable Business documents in Excel seems to be hard to impossible, but it is not. An example can be an American pre-printed Cheque or the notorious French Bill of exchange at the end of the invoice. Follow this advice how to make it. The post Canvas sections in D365 Configurable Business Documents appeared first on ER-Consult.  ( 9 min )

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    Master planning (MRP/ planning optimization) fine tuning to ensure additional planned orders are not generated when there is some incoming supply in Microsoft Dynamics 365 Finance and Operations
    Master planning MRP fine tuning to ensure additional planned orders are not generated when there is some incoming supply in Microsoft Dynamics 365 Finance and Operations Important switch/config in MR...(read more)  ( 4 min )

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    Professional Certifications with codes and name list
    DAS-C01 : AWS Certified Data Analytics - Specialty SAA-C02 : AWS Certified Solutions Architect - Associate (SAA-C02) DBS-C01 : AWS Certified Database - Specialty AXS-C01 : AWS Certified Alexa Skill Builder-Specialty MLS-C01 : AWS Certified Machine Learning - Specialty CLF-C01 : AWS Certified Cloud Practitioner SAP-C01 : AWS Certified Solutions Architect - Professional DOP-C01 : AWS Certified DevOps Engineer - Professional ANS-C00 : AWS Certified Advanced Networking Specialty DP-201 : Designing an Azure Data Solution CLF-C01 : AWS Certified Cloud Practitioner DCA : Docker Certified Associate (DCA) Exam EX200 : Red Hat Certified System Administrator (RHCSA) Exam IIA-CIA-Part1 : Essentials of Internal Auditing IIA-CIA-PART2 :Certified Internal Auditor - Part 2, Conducting the Internal Audit E…  ( 4 min )
    Professional Certifications with codes and name list
    DAS-C01 : AWS Certified Data Analytics - Specialty SAA-C02 : AWS Certified Solutions Architect - Associate (SAA-C02) DBS-C01 : AWS Certified Database - Specialty AXS-C01 : AWS Certified Alexa Skill Builder-Specialty MLS-C01 : AWS Certified Machine Learning - Specialty CLF-C01 : AWS Certified Cloud Practitioner SAP-C01 : AWS Certified Solutions Architect - Professional DOP-C01 : AWS Certified DevOps Engineer - Professional ANS-C00 : AWS Certified Advanced Networking Specialty DP-201 : Designing an Azure Data Solution CLF-C01 : AWS Certified Cloud Practitioner DCA : Docker Certified Associate (DCA) Exam EX200 : Red Hat Certified System Administrator (RHCSA) Exam IIA-CIA-Part1 : Essentials of Internal Auditing IIA-CIA-PART2 :Certified Internal Auditor - Part 2, Conducting the Internal Audit E…  ( 4 min )

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    Can ax 2012 R2 upgraded to D365 F&O directly ?
    Question : Can ax 2012 R2 upgraded to D365 F&O directly ? or converting to AX 2012 R3 first and then D365 F&O? Ans: Yes It can be upgraded ax 2012 R2 to D365 F&O directly.  ( 3 min )
    Can ax 2012 R2 upgraded to D365 F&O directly ?
    Question : Can ax 2012 R2 upgraded to D365 F&O directly ? or converting to AX 2012 R3 first and then D365 F&O? Ans: Yes It can be upgraded ax 2012 R2 to D365 F&O directly.  ( 3 min )

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    How to avoid issues with Virtual Company settings when migrating Microsoft Dynamics AX 2012 (or older versions) to Dynamics 365 Finance and Supply Chain Management
    Reading time: 4 minutes Migrating data from AX2012 (or an older version) to Microsoft Dynamics 365 for Finance and Supply Chain Management may present unexpected challenges. While working on various ...(read more)  ( 5 min )

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    Retail Sales Tax Determination
    There are a few different configurations and combinations when it comes to calculating tax.  The purpose of this article is to assist in becoming familiar with the basics on which Sales tax group will be applied in different scenarios.  The information provided below is valid as of the date the article was written, this is subject to change as we continue to improve the product.  There are 2 parts to this blog:  MPOS/CPOS tax determination Ecommerce tax determination MPOS/CPOS tax determination  In Retail POS, the tax policy is taken into consideration in the following priority order of -> Customer tax -> Store tax. For Destination based tax to be taken into consideration, "Use Destination based tax" on the Store form should be enabled and the order should be a shipping order with the add…  ( 15 min )

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    Event log error of soap web service in axapta to D365FO
    ComponentName CustomServices    exceptionMessage Microsoft.Dynamics.Framework.Services.Compiler.Soap.SoapServiceCompileException: Code compile failed. c:\Users\Admin58d4b701fe\AppData\Local\Temp\8af9311e31a44d709460cea11e26d22d\qadynl2j.0.cs(32,64) : error CS0101: The namespace 'Dynamics.AX.Application.Services.WLKSalesLineService' already contains a definition for 'WLKSalesLineService' at Microsoft.Dynamics.Framework.Services.Compiler.Soap.SoapServiceCompiler.CompileCode(SoapServiceCompileContext context) at Microsoft.Dynamics.Framework.Services.Compiler.Soap.SoapServiceCompiler.CompileService(String serviceGroupName, SoapServiceCompileContext context) at Microsoft.Dynamics.Framework.Services.Hosting.Soap.SoapXppServiceRoute.GetHostingInfo(String serviceGroupName)    infoMessage Exception while setting up the hosting info.  Please comment your suggestion . I'm getting this error in event log for one service: error CS1503: Argument 1: cannot convert from 'Dynamics.AX.Application.WLKCustVendStatusContract' to 'Microsoft.Dynamics.Ax.Xpp.Set' [     SysEntryPointAttribute(true),     AifCollectionTypeAttribute("_accountNum",Types::String),     AifCollectionTypeAttribute("return",Types::Class, classStr(WLKCustVendStatusContract)) ] public WLKCustVendStatusContract VendorStatus(AccountNum     _accountNum) {     VendTable                   VendTable;     WLKCustVendStatusContract   ret;     VendTable = VendTable::find(_accountNum);     if(VendTable)     {         ret = new WLKCustVendStatusContract();         ret.parmCreditLimit(0);         ret.parmCustVendorBlocked(VendTable.Blocked);     }     else     {         ret = null;     }     return ret; } if i add this method in service then getting error  ( 4 min )
    Event log error of soap web service in axapta to D365FO
    ComponentName CustomServices    exceptionMessage Microsoft.Dynamics.Framework.Services.Compiler.Soap.SoapServiceCompileException: Code compile failed. c:\Users\Admin58d4b701fe\AppData\Local\Temp\8af9311e31a44d709460cea11e26d22d\qadynl2j.0.cs(32,64) : error CS0101: The namespace 'Dynamics.AX.Application.Services.WLKSalesLineService' already contains a definition for 'WLKSalesLineService' at Microsoft.Dynamics.Framework.Services.Compiler.Soap.SoapServiceCompiler.CompileCode(SoapServiceCompileContext context) at Microsoft.Dynamics.Framework.Services.Compiler.Soap.SoapServiceCompiler.CompileService(String serviceGroupName, SoapServiceCompileContext context) at Microsoft.Dynamics.Framework.Services.Hosting.Soap.SoapXppServiceRoute.GetHostingInfo(String serviceGroupName)    infoMessage Exception while setting up the hosting info.  Please comment your suggestion . I'm getting this error in event log for one service: error CS1503: Argument 1: cannot convert from 'Dynamics.AX.Application.WLKCustVendStatusContract' to 'Microsoft.Dynamics.Ax.Xpp.Set' [     SysEntryPointAttribute(true),     AifCollectionTypeAttribute("_accountNum",Types::String),     AifCollectionTypeAttribute("return",Types::Class, classStr(WLKCustVendStatusContract)) ] public WLKCustVendStatusContract VendorStatus(AccountNum     _accountNum) {     VendTable                   VendTable;     WLKCustVendStatusContract   ret;     VendTable = VendTable::find(_accountNum);     if(VendTable)     {         ret = new WLKCustVendStatusContract();         ret.parmCreditLimit(0);         ret.parmCustVendorBlocked(VendTable.Blocked);     }     else     {         ret = null;     }     return ret; } if i add this method in service then getting error  ( 4 min )
    Quality update as precaution suggested by MS D365FO Migration
    We have identified a reliability issue within Finance and Operations update 10.0.20. Environments on this version of Finance and Operations could encounter severe performance degradation or, in extreme cases, the service being inaccessible for a few minutes. The service will quickly recover but some unsaved work may be lost.  To prevent further impact, we have disabled update 10.0.20 (platform versions 7.0.6060.45 through 7.0.6060.95) from being applied to environments at this time. Additionally, a fix for this issue has been released and is available in the latest Quality Update as KB# 4642180.   How does this affect me? Our telemetry has identified that your environment is running a version of update 10.0.20 that does not include this fix. As a result, your environment is currently at risk of being affected by this reliability issue.   What action do I need to take? Please update your environment with the latest Quality Update as soon as possible to ensure the stability and health of your environment.  More information and instructions for applying Quality Updates can be located here: Apply updates to cloud environments - Finance & Operations | Dynamics 365 | Microsoft Docs. Please contact Microsoft Support if you require assistance with performing this update.  ( 4 min )
    Quality update as precaution suggested by MS D365FO Migration
    We have identified a reliability issue within Finance and Operations update 10.0.20. Environments on this version of Finance and Operations could encounter severe performance degradation or, in extreme cases, the service being inaccessible for a few minutes. The service will quickly recover but some unsaved work may be lost.  To prevent further impact, we have disabled update 10.0.20 (platform versions 7.0.6060.45 through 7.0.6060.95) from being applied to environments at this time. Additionally, a fix for this issue has been released and is available in the latest Quality Update as KB# 4642180.   How does this affect me? Our telemetry has identified that your environment is running a version of update 10.0.20 that does not include this fix. As a result, your environment is currently at risk of being affected by this reliability issue.   What action do I need to take? Please update your environment with the latest Quality Update as soon as possible to ensure the stability and health of your environment.  More information and instructions for applying Quality Updates can be located here: Apply updates to cloud environments - Finance & Operations | Dynamics 365 | Microsoft Docs. Please contact Microsoft Support if you require assistance with performing this update.  ( 4 min )

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    How to migrate your customer to Microsoft Dynamics 365 Finance and Supply Chain Management and stay updated with 1ClickFactory‘s three-step approach
    Reading time: 5 minutes Customers who are considering moving their solution to Microsoft Dynamics 365 Finance and Supply Chain Management are concerned that it might be risky, difficult, and time-consuming...(read more)  ( 6 min )

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    X++ Code to get Company name , Phone and fax in D365FO
    Below is X++ Code to get Company name , Phone and fax in D365FO. You can try in Job to check to values. CompanyInfo Company; ; Company = CompanyInfo::find(); info(strFmt("Company Name : %1", Company.Name)); info(strFmt("Company Phone : %1", Company.phone())); info(strFmt("Company Phone : %1", Company.telefax()));  ( 3 min )
    X++ Code to get Company name , Phone and fax in D365FO
    Below is X++ Code to get Company name , Phone and fax in D365FO. You can try in Job to check to values. CompanyInfo Company; ; Company = CompanyInfo::find(); info(strFmt("Company Name : %1", Company.Name)); info(strFmt("Company Phone : %1", Company.phone())); info(strFmt("Company Phone : %1", Company.telefax()));  ( 3 min )
    How to get company address in D365FO | x++ code to get Legal Entity address in Dynamics 365 Finance and operation
    Below is the x++ code to get Legal Entity address in Dynamics 365 Finance and operation . You can try this code in job also. CompanyInfo companyInfo = CompanyInfo::find(); info(strFmt("%1",companyInfo.postalAddress().Address));  ( 3 min )
    How to get company address in D365FO | x++ code to get Legal Entity address in Dynamics 365 Finance and operation
    Below is the x++ code to get Legal Entity address in Dynamics 365 Finance and operation . You can try this code in job also. CompanyInfo companyInfo = CompanyInfo::find(); info(strFmt("%1",companyInfo.postalAddress().Address));  ( 3 min )
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    Installing dual write components and deployment of Projects operations for Dataverse- Step by step
    Read complete post here(read more)  ( 11 min )

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    Invalid certificate on cloud hosted box
    Unless you often reprovision your dev-box you might see this when you start debugging your code: Your connection isn’t private Attackers might be trying to steal your information and so...(read more)  ( 3 min )
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    Find and merge a DimensionAttributeValue
    Recently I was given an opportunity by an American partner to develop something around dimensions in Dynamics 365 for Finance. A few years ago, my blog Get a cost center in D365FO resonated quite a bit... (read more)  ( 14 min )

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    Finance and Operations authentication upgraded to OpenIDConnect
    For our customers using the client for Finance and Operations apps, we’re retiring the out-of-support WS-Federation authentication protocol, and replacing it with the industry standard OpenIdConnect OAuth security protocol. OpenIdConnect OAuth security...(read more)  ( 3 min )
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    Finance and Operations authentication upgraded to OpenIDConnect
    For our customers using the client for Finance and Operations apps, we’re retiring the out-of-support WS-Federation authentication protocol, and replacing it with the industry standard OpenIdConnect OAuth...(read more)  ( 11 min )

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    Sales order hold features in Microsoft Dynamics 365 Finance and Operations
    Sales order hold features in Microsoft Dynamics 365 Finance and Operations 1) Credit management 2) Blocking rules 3) Order events  ( 3 min )

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    Exporting database from D365 FO tier 1 environments as a bacpac file using SSMS.
    Read complete post here(read more)  ( 11 min )

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    Bye-bye work report, welcome wave labels!
    One of the common customizations of the Dynamics 365 Warehouse management module was the automatic printing of the work report [for the sales order picking work]. If the number of shipments exceeds a hundred... (read more)  ( 13 min )

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    How to keep the newest D365 F&SCM system updated without any hassle
    Reading time: 8 minutes Every Microsoft Dynamics AX customer who has migrated to the newest version of Microsoft Dynamics 365 Finance and Supply Chain Management must perform 8 Microsoft updates per...(read more)  ( 8 min )

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    Microsoft Dynamics for Retail at the National Retail Federation' BIG Show 2010
    "Learn more about the Microsoft Dynamics vision for retail, Connected Experiences for Retail with Microsoft Dynamics, and the realization of that vision with Microsoft Dynamics AX for Retail an end-to-end retail solution designed for mid-sized retailers. This video features Microsoft Dynamics VP for Partners Doug Kennedy, Retail Industry Principle, Dilip Popat and Group Product Manager, Michael Griffiths. To learn more about Microsoft Dynamics AX visit http://www.microsoft.com/erp"  ( 3 min )
    Microsoft Dynamics AX2012 Retail Demo: Agile Item & Organization Management
    Want to know more about Microsoft Dynamics AX2012 for Retail? Contact a Product Technology Specialist at sales@handson.com.au or visit our website at www.handson.com.au.  ( 3 min )
    Microsoft Dynamics Management Reporter - Adding vendor & customer to a Dynamics AX Report Part 1
    Who you are paying and who owes you money are two very important question every business needs to answer on a daily basis. This is easily done when you have vendor and customer as dimensions in Dynamics AX 2012. But what if you don't? With Management Reporter CU6 Dynamics AX 2012 customers can now add them to their reports for display and filtering purposes. http://blogs.msdn.com/b/dynamicscpm/  ( 3 min )
    Microsoft Dynamics Management Reporter - Adding vendor & customer to a Dynamics AX Report Part 2
    Who you are paying and who owes you money are two very important question every business needs to answer on a daily basis. This is easily done when you have vendor and customer as dimensions in Dynamics AX 2012. But what if you don't? With Management Reporter CU6 Dynamics AX 2012 customers can now add them to their reports for display and filtering purposes. http://blogs.msdn.com/b/dynamicscpm/  ( 3 min )
    Microsoft Dynamics AX & Microsoft Project Siena
    Check out this video that shows how easy it is to design mobile apps for Microsoft Dynamics AX using Microsoft Project Siena! Presented by: Alex Anikiiev  ( 3 min )
    Microsoft Dynamics AX 2012 offers your organisation a powerful capability to build & manage projects
    Watch our video to see how you can begin to build a work breakdown structure for a project from a sales quotation record using standard templates to improve efficiencies and standardize project task structures, how you can automatically schedule tasks based on predecessors, how users have the ability to take this information and use a familiar tool to product and manage this work breakdown structure using Microsoft Project, and how linking to Microsoft Dynamics AX 2012 the two systems maintain a single version of the truth. Once a project is won, the system provides the capability to schedule resources enabling visualization of employee capacity to enable allocation to projects. Once underway, the Microsoft Dynamics AX modern applications provide the ability to enter time and expenses. Microsoft Dynamics AX 2012 provides an integrated solution with mobile capability to meet an organisation’s project resourcing needs. For more information about Microsoft Dynamics AX 2012, visit http://www.microsoft.com/en-gb/dynamics/erp-ax-overview.aspx.  ( 3 min )
    Microsoft Dynamics AX 2012 provides flexibility & agility around modeling organisations
    An example of this would be to model the budget planning hierarchy differently to the reporting organisational structure, focusing on budget centric areas of the organisation. Watch our video to see an example of how an organisation creates a new budget plan, devolves the budget planning process out to the different departments using a familiar interface giving additional efficiencies and secure direct interaction with the data. For more information, visit http://www.microsoft.com/en-gb/dynamics/erp-ax-overview.aspx  ( 3 min )
    Microsoft Dynamics partners on Dynamics 'AX 7'
    Highlight video that includes commentary from Microsoft partners on the capabilities in the upcoming Microsoft Dynamics 'AX 7' release.  ( 3 min )
    Microsoft Dynamics AX - It's just around the corner!
    The latest release of Microsoft Dynamics AX is expected to be available in Q1, 2016. This video shows the initial reaction to the new release from the market as well as customers and partners that have been part of the early trial programs. To learn more about the all-new Microsoft Dynamics, AX, visit http://www.microsoft.com/dynamics/ax.  ( 3 min )

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    Microsoft Dynamics for Retail at the National Retail Federation' BIG Show 2010
    "Learn more about the Microsoft Dynamics vision for retail, Connected Experiences for Retail with Microsoft Dynamics, and the realization of that vision with Microsoft Dynamics AX for Retail an end-to-end retail solution designed for mid-sized retailers. This video features Microsoft Dynamics VP for Partners Doug Kennedy, Retail Industry Principle, Dilip Popat and Group Product Manager, Michael Griffiths. To learn more about Microsoft Dynamics AX visit http://www.microsoft.com/erp"  ( 3 min )
    Microsoft Dynamics AX2012 Retail Demo: Agile Item & Organization Management
    Want to know more about Microsoft Dynamics AX2012 for Retail? Contact a Product Technology Specialist at sales@handson.com.au or visit our website at www.handson.com.au.  ( 3 min )
    Microsoft Dynamics Management Reporter - Adding vendor & customer to a Dynamics AX Report Part 1
    Who you are paying and who owes you money are two very important question every business needs to answer on a daily basis. This is easily done when you have vendor and customer as dimensions in Dynamics AX 2012. But what if you don't? With Management Reporter CU6 Dynamics AX 2012 customers can now add them to their reports for display and filtering purposes. http://blogs.msdn.com/b/dynamicscpm/  ( 3 min )
    Microsoft Dynamics Management Reporter - Adding vendor & customer to a Dynamics AX Report Part 2
    Who you are paying and who owes you money are two very important question every business needs to answer on a daily basis. This is easily done when you have vendor and customer as dimensions in Dynamics AX 2012. But what if you don't? With Management Reporter CU6 Dynamics AX 2012 customers can now add them to their reports for display and filtering purposes. http://blogs.msdn.com/b/dynamicscpm/  ( 3 min )
    Microsoft Dynamics AX & Microsoft Project Siena
    Check out this video that shows how easy it is to design mobile apps for Microsoft Dynamics AX using Microsoft Project Siena! Presented by: Alex Anikiiev  ( 3 min )
    Microsoft Dynamics AX 2012 offers your organisation a powerful capability to build & manage projects
    Watch our video to see how you can begin to build a work breakdown structure for a project from a sales quotation record using standard templates to improve efficiencies and standardize project task structures, how you can automatically schedule tasks based on predecessors, how users have the ability to take this information and use a familiar tool to product and manage this work breakdown structure using Microsoft Project, and how linking to Microsoft Dynamics AX 2012 the two systems maintain a single version of the truth. Once a project is won, the system provides the capability to schedule resources enabling visualization of employee capacity to enable allocation to projects. Once underway, the Microsoft Dynamics AX modern applications provide the ability to enter time and expenses. Microsoft Dynamics AX 2012 provides an integrated solution with mobile capability to meet an organisation’s project resourcing needs. For more information about Microsoft Dynamics AX 2012, visit http://www.microsoft.com/en-gb/dynamics/erp-ax-overview.aspx.  ( 3 min )

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    Filter fields type Date/Time (like Createddatetime) in query of Form
    Below a piece of x++ about the build of a filter related to the query of a form QueryBuildDataSource qbds; str rangestr, rangeStrFrom, rangeStrTo; str dateFrom, dateTo; if(createdDateFrom...(read more)  ( 3 min )

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    importing customer vendor addresses with roles from AX to D365FO Microsoft Dynamics 365 Finance and Operations
    importing customer vendor addresses with roles from AX to D365FO  Microsoft Dynamics 365 Finance and Operations in many data migration projects we need to migrate addresses and one of common problem is getting single address with multiple roles imported in D365FO in a simple way. sharing one such of my learning for SQL 2017+ and SQL 2016- versions: SELECT VT.ACCOUNTNUM as VENDORACCOUNTNUMBER,  VT.DATAAREAID as VENDORLEGALENTITYID, --SQL 2017 (select STRING_AGG(LOGISTICSLOCATIONROLE.NAME, ';')  from LOGISTICSLOCATIONROLE where  DIRPARTYLOCATIONROLE.LOCATIONROLE = LOGISTICSLOCATIONROLE.RECID) AS ADDRESSLOCATIONROLES,        STUFF(( SELECT ';' + LOGISTICSLOCATIONROLE.NAME FROM LOGISTICSLOCATIONROLE LEFT JOIN DIRPARTYLOCATIONROLE ON  DIRPARTYLOCATIONROLE.PARTYLOCATION = DPA.RECID WHERE DIRPARTYLOCATIONROLE.LOCATIONROLE = LOGISTICSLOCATIONROLE.RECID               FOR XML PATH('')), 1, LEN(','), '')  AS ADDRESSLOCATIONROLES,   DPA.LOCATIONNAME as ADDRESSDESCRIPTION, DPA.STREET as ADDRESSSTREET, DPA.CITY as ADDRESSCITY, DPA.STATE as ADDRESSSTATEID, DPA.COUNTRYREGIONID AS ADDRESSCOUNTRYREGIONID, DPA.COUNTY as ADDRESSCOUNTYID, DPA.DISTRICT as ADDRESSDISTRICTNAME, DPA.ZIPCODE as ADDRESSZIPCODE, DPA.RECID   FROM  DirPartyPostalAddressView  as DPA JOIN VENDTABLE VT ON  DPA.PARTY = VT.PARTY WHERE VT.DATAAREAID='USMF' and DPA.VALIDTO='2154-12-31 23:59:59.000'  ( 4 min )

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    how to run SSRS Report through Report server URL
    how to run SSRS Report through Report server URL(in browser/3rd party application) in D365 F&O like in AX 2012 R3. In AX2012 R3 for  integration, we provide the corresponding URL along with credentials. third party app will pass the respective parameters to the report and that will generate the report. This same process possible in D365FO? Some suggestion here in this link. https://community.dynamics.com/ax/f/microsoft-dynamics-ax-forum/194803/run-ssrs-report-from-report-manager-url  ( 3 min )
    how to run SSRS Report through Report server URL
    how to run SSRS Report through Report server URL(in browser/3rd party application) in D365 F&O like in AX 2012 R3. In AX2012 R3 for  integration, we provide the corresponding URL along with credentials. third party app will pass the respective parameters to the report and that will generate the report. This same process possible in D365FO? Some suggestion here in this link. https://community.dynamics.com/ax/f/microsoft-dynamics-ax-forum/194803/run-ssrs-report-from-report-manager-url  ( 3 min )

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    SysOperationFramework - hide the batch tab
    Got a requirement to hide the batch tab in a print report dialog. Took me longer to figure it out. Anyway, in the end all I had to do was to call the showBatchTab method. // Hide the batch tab controller.showBatchTab(false); This posting is provided "AS IS" with no warranties, and confers no rights.  ( 3 min )

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    Streamline Dynamics 365 Finance reports with RPA
    In this feature overview video series, we highlight new capabilities included in the latest update to Microsoft Power Automate. When you integrate robotic process automation into the streamlined proc...(read more)  ( 3 min )

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    Batch not close elaboration
    Hello everyone, after a long time here I am still writing about my experiences in AX. Lately I had a problem with batch processing that although they ran the code inside the class they never changed...(read more)  ( 3 min )
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    Passing Legal Entity Context to an Embedded Power Apps App in Dynamics 365 Finance and Operations
    With Platform Update 43 it is possible to pass the current legal entity context from Dynamics 365 Finance and Operations (D365F&O) to an embedded Power Apps app. In this blog post I will look at... (read more)  ( 12 min )

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    create transfer order from sales line in Microsoft Dynamics 365 Finance and Operations
    create transfer order from sales line in Microsoft Dynamics 365 Finance and Operations enable feature as below new button for Transfer order creation shows up on sales line  ( 3 min )
    tips in setting number sequences in Microsoft Dynamics 365 Finance and Operations
    tips in setting number sequences in Microsoft Dynamics 365 Finance and Operations usually we provide prefix to transactions for easier identification and tracking. to provide such prefix, either constant or alphanumeric segment can be used. With contact it is always bonded to use the same and even any other variation is tried, one can get error as INSTEAD using alphanumeric can help in using same format and it need to be specified as  ( 3 min )
    opening balances for financial using general journal entity - tips and error resolution for Microsoft Dynamics 365 Finance and Operations
    opening balances for financial using general journal entity - tips and error resolution for Microsoft Dynamics 365 Finance and Operations disable set based processing on general journal entity if facing error ' A property for a journal batch number has more than one value. Update the journal batch number properties to be the same for all lines assigned to the same journal batch number. '  ( 3 min )
2023-10-21T01:04:20.263Z osmosfeed 1.15.1